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 Q2	–	Sell	-13	Closed	-$2.11K	–	424
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 $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 $3.37T AUM 44.26% 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

Jackson Grant Investment Advisers's BR Position: Q2 2026 in Review

Jackson Grant Investment Advisers sold out of Broadridge (BR) in Q2 2026, closing a stake of 13 shares — an estimated $2.11K sold.

Jackson Grant Investment Advisers first reported a position in BR in Q1 2023 and held it in 13 quarters. The position peaked at $3.16K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Jackson Grant Investment Advisers reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 13 Broadridge shares in Q2 2026, an estimated $2.11K.
Jackson Grant Investment Advisers first reported a position in Broadridge in Q1 2023 and held it in 13 quarters.
Jackson Grant Investment Advisers's Broadridge position peaked at $3.16K in Q2 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.