Jaffetilchin Investment Partners’s Broadridge BR Stock Holding History

Jaffetilchin Investment Partners’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
2025 Q3	–	Sell	-1,309	Closed	-$318K	–	439
2025 Q2	$318K	Buy	+1,309	New	+$311K	0.02%	331
2024 Q4	–	Sell	-12	Closed	-$2.58K	–	490
2024 Q3	$2.58K	Buy	+12	New	+$2.51K	﹤0.01%	1144
2018 Q2	–	Sell	-2,376	Closed	-$261K	–	299
2018 Q1	$261K	Buy	+2,376	New	+$236K	0.06%	271
2016 Q3	–	Sell	-5,433	Closed	-$354K	–	223
2016 Q2	$354K	Buy	+5,433	New	+$337K	0.11%	157
2015 Q4	–	Sell	-3,623	Closed	-$201K	–	192
2015 Q3	$201K	Buy	+3,623	New	+$195K	0.07%	170
2015 Q2	–	Sell	-3,922	Closed	-$216K	–	202
2015 Q1	$216K	Buy	+3,922	New	+$199K	0.07%	199
2014 Q1	–	Sell	-11,537	Closed	-$456K	–	191
2013 Q4	$456K	Buy	+11,537	New	+$417K	0.22%	90

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Jaffetilchin Investment Partners's BR Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of Broadridge (BR) in Q3 2025, closing a stake of 1,309 shares — an estimated $318K sold.

Jaffetilchin Investment Partners first reported a position in BR in Q4 2013 and held it in 7 quarters. The position peaked at $456K in Q4 2013. 1,104 funds tracked by Wall St. Rank hold BR as of Q3 2025.

Jaffetilchin Investment Partners reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
Jaffetilchin Investment Partners sold 1,309 Broadridge shares in Q3 2025, an estimated $318K.
Jaffetilchin Investment Partners first reported a position in Broadridge in Q4 2013 and held it in 7 quarters.
Jaffetilchin Investment Partners's Broadridge position peaked at $456K in Q4 2013.
1,104 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.