Jacobs Levy Equity Management
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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
Q2 		– Sell
-3,246
Closed -$527K – 966
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
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

Jacobs Levy Equity Management's BR Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 3,246 shares — an estimated $527K sold.

Jacobs Levy Equity Management first reported a position in BR in Q1 2015 and held it in 7 quarters. The position peaked at $15.2M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 3,246 Broadridge shares in Q2 2026, an estimated $527K.
  • Jacobs Levy Equity Management first reported a position in Broadridge in Q1 2015 and held it in 7 quarters.
  • Jacobs Levy Equity Management's Broadridge position peaked at $15.2M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.