J. Safra Asset Management’s Broadridge BR Stock Holding History

J. Safra Asset Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92K	Buy	+14	New	+$2.11K	﹤0.01%	620
2016 Q4	–	Sell	-644	Closed	-$44K	–	42
2016 Q3	$44K	Sell	644 -554	-46%	-$37.8K	0.08%	58
2016 Q2	$78K	Sell	1,198 -10,808	-90%	-$670K	0.13%	71
2016 Q1	$712K	Buy	12,006 +2,356	+24%	+$128K	0.58%	38
2015 Q4	$518K	Buy	+9,650	New	+$541K	0.4%	61

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

J. Safra Asset Management's BR Position: Q2 2026 in Review

J. Safra Asset Management opened a new position in Broadridge (BR) in Q2 2026: 14 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in BR as recently as Q3 2016.

J. Safra Asset Management first reported a position in BR in Q4 2015 and has held it in 5 quarters since. The position peaked at $712K in Q1 2016. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

J. Safra Asset Management held 14 shares of Broadridge worth $1.92K as of Q2 2026.
Broadridge was a new J. Safra Asset Management position in Q2 2026.
Broadridge made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #620 holding.
J. Safra Asset Management first reported a position in Broadridge in Q4 2015 and has held it in 5 quarters since.
J. Safra Asset Management's Broadridge position peaked at $712K in Q1 2016.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.