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J. Safra Sarasin Holding’s Broadridge BR Stock Holding History

J. Safra Sarasin Holding’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 		$220K Buy
3,198
+1,167
+57% +$176K ﹤0.01% 722
2026
Q1 		$330K Buy
2,031
+239
+13% +$45.4K 0.01% 475
2025
Q4 		$400K Sell
1,792
-1,656
-48% -$378K 0.01% 422
2025
Q3 		$821K Sell
3,448
-1,540
-31% -$384K 0.01% 355
2025
Q2 		$1.21M Buy
4,988
+944
+23% +$224K 0.02% 286
2025
Q1 		$981K Sell
4,044
-706
-15% -$166K 0.02% 328
2024
Q4 		$1.07M Buy
+4,750
New +$1.06M 0.02% 307

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

J. Safra Sarasin Holding's BR Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Broadridge (BR) stake by 57% in Q2 2026, buying an estimated $176K and bringing the position to 3,198 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

J. Safra Sarasin Holding first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q2 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • J. Safra Sarasin Holding held 3,198 shares of Broadridge worth $220K as of Q2 2026.
  • J. Safra Sarasin Holding bought 1,167 Broadridge shares in Q2 2026, an estimated $176K.
  • Broadridge made up ﹤0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #722 holding.
  • J. Safra Sarasin Holding first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • J. Safra Sarasin Holding's Broadridge position peaked at $1.21M in Q2 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.