Jackson Grant Investment Advisers’s Broadridge BR Stock Holding History

Jackson Grant Investment Advisers’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 Q1	$2.11K	Hold	13	–	–	﹤0.01%	384
2025 Q4	$2.9K	Hold	13	–	–	﹤0.01%	372
2025 Q3	$3.1K	Hold	13	–	–	﹤0.01%	380
2025 Q2	$3.16K	Hold	13	–	–	﹤0.01%	347
2025 Q1	$3.15K	Hold	13	–	–	﹤0.01%	341
2024 Q4	$2.94K	Hold	13	–	–	﹤0.01%	353
2024 Q3	$2.79K	Hold	13	–	–	﹤0.01%	359
2024 Q2	$2.56K	Hold	13	–	–	﹤0.01%	359
2024 Q1	$2.66K	Hold	13	–	–	﹤0.01%	346
2023 Q4	$2.67K	Hold	13	–	–	﹤0.01%	338
2023 Q3	$2.33K	Hold	13	–	–	﹤0.01%	340
2023 Q2	$2.15K	Hold	13	–	–	﹤0.01%	364
2023 Q1	$1.91K	Buy	+13	New	+$1.86K	﹤0.01%	395

Other funds holding BR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return