Jacobs Levy Equity Management’s Broadridge BR Stock Holding History

Jacobs Levy Equity 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 Q1	$527K	Hold	3,246	–	–	﹤0.01%	823
2025 Q4	$724K	Sell	3,246 -60,662	-95%	-$13.8M	﹤0.01%	742
2025 Q3	$15.2M	Buy	+63,908	New	+$15.9M	0.06%	240
2016 Q1	–	Sell	-44,453	Closed	-$2.39M	–	1109
2015 Q4	$2.39M	Buy	44,453 +6,810	+18%	+$382K	0.05%	310
2015 Q3	$2.08M	Sell	37,643 -9,120	-20%	-$490K	0.04%	347
2015 Q2	$2.34M	Sell	46,763 -7,860	-14%	-$419K	0.04%	347
2015 Q1	$3M	Buy	+54,623	New	+$2.77M	0.05%	308

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Jacobs Levy Equity Management's BR Position: Q1 2026 in Review

Jacobs Levy Equity Management held its Broadridge (BR) position steady in Q1 2026 at 3,246 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Jacobs Levy Equity Management first reported a position in BR in Q1 2015 and has held it in 7 quarters since. The position peaked at $15.2M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Jacobs Levy Equity Management held 3,246 shares of Broadridge worth $527K as of Q1 2026.
Jacobs Levy Equity Management left its Broadridge share count unchanged in Q1 2026.
Broadridge made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #823 holding.
Jacobs Levy Equity Management first reported a position in Broadridge in Q1 2015 and has held it in 7 quarters since.
Jacobs Levy Equity Management's Broadridge position peaked at $15.2M in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.