Janney Montgomery Scott
BR icon

Janney Montgomery Scott’s Broadridge BR Stock Holding History

Janney Montgomery Scott’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 		$1.61M Buy
9,923
+470
+5% +$89.3K ﹤0.01% 1385
2025
Q4 		$2.11M Sell
9,453
-165
-2% -$37.6K ﹤0.01% 1307
2025
Q3 		$2.29M Sell
9,618
-65
-0.7% -$16.2K 0.01% 1251
2025
Q2 		$2.35M Sell
9,683
-2,973
-23% -$707K 0.01% 1137
2025
Q1 		$3.07M Buy
+12,656
New +$2.98M 0.01% 976
2024
Q4 		– Sell
-12,672
Closed -$2.73M – 2709
2024
Q3 		$2.73M Sell
12,672
-1,533
-11% -$321K 0.01% 987
2024
Q2 		$2.8M Buy
14,205
+161
+1% +$31.9K 0.01% 949
2024
Q1 		$2.88M Sell
14,044
-2,667
-16% -$538K 0.01% 996
2023
Q4 		$3.44M Sell
16,711
-2,043
-11% -$377K 0.01% 879
2023
Q3 		$3.36M Sell
18,754
-1,085
-5% -$192K 0.01% 819
2023
Q2 		$3.29M Buy
19,839
+349
+2% +$52.8K 0.01% 850
2023
Q1 		$2.86M Buy
19,490
+688
+4% +$98.4K 0.01% 833
2022
Q4 		$2.52M Sell
18,802
-2,951
-14% -$419K 0.01% 921
2022
Q3 		$3.14M Buy
21,753
+318
+1% +$51.6K 0.01% 782
2022
Q2 		$3.05M Sell
21,435
-241
-1% -$35K 0.01% 748
2022
Q1 		$3.38M Buy
21,676
+52
+0.2% +$7.98K 0.01% 712
2021
Q4 		$3.95M Buy
21,624
+825
+4% +$145K 0.02% 697
2021
Q3 		$3.47M Sell
20,799
-446
-2% -$76K 0.01% 722
2021
Q2 		$3.43M Buy
21,245
+699
+3% +$112K 0.02% 713
2021
Q1 		$3.15M Sell
20,546
-272
-1% -$40.2K 0.02% 708
2020
Q4 		$3.19M Buy
20,818
+303
+1% +$44K 0.02% 689
2020
Q3 		$2.71M Sell
20,515
-790
-4% -$106K 0.02% 684
2020
Q2 		$2.69M Sell
21,305
-1,047
-5% -$121K 0.02% 656
2020
Q1 		$2.12M Sell
22,352
-4,434
-17% -$506K 0.02% 678
2019
Q4 		$3.31M Sell
26,786
-496
-2% -$60.6K 0.02% 609
2019
Q3 		$3.4M Sell
27,282
-233
-0.8% -$30K 0.02% 564
2019
Q2 		$3.51M Buy
27,515
+3,936
+17% +$474K 0.03% 524
2019
Q1 		$2.44M Buy
23,579
+6,081
+35% +$610K 0.02% 627
2018
Q4 		$1.68M Sell
17,498
-2,555
-13% -$277K 0.02% 696
2018
Q3 		$2.65M Sell
20,053
-1,017
-5% -$129K 0.02% 607
2018
Q2 		$2.42M Sell
21,070
-8,088
-28% -$913K 0.02% 602
2018
Q1 		$3.2M Sell
29,158
-2,123
-7% -$211K 0.03% 493
2017
Q4 		$2.83M Sell
31,281
-19
-0.1% -$1.66K 0.03% 519
2017
Q3 		$2.53M Buy
31,300
+480
+2% +$37K 0.03% 524
2017
Q2 		$2.33M Sell
30,820
-1,068
-3% -$77.1K 0.03% 513
2017
Q1 		$2.17M Buy
31,888
+3
+0% +$203 0.03% 534
2016
Q4 		$2.11M Buy
+31,885
New +$2.07M 0.03% 481
2016
Q2 		– Sell
-10,371
Closed -$615K – 727
2016
Q1 		$615K Sell
10,371
-102
-1% -$5.56K 0.02% 690
2015
Q4 		$563K Sell
10,473
-197
-2% -$11K 0.01% 769
2015
Q3 		$591K Buy
10,670
+6,464
+154% +$347K 0.02% 752
2015
Q2 		$210K Buy
+4,206
New +$224K ﹤0.01% 1753

Other funds holding BR

BlackRock
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
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
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott's BR Position: Q1 2026 in Review

Janney Montgomery Scott increased its Broadridge (BR) stake by 5% in Q1 2026, buying an estimated $89.3K and bringing the position to 9,923 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Janney Montgomery Scott first reported a position in BR in Q2 2015 and has held it in 41 quarters since. The position peaked at $3.95M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Janney Montgomery Scott held 9,923 shares of Broadridge worth $1.61M as of Q1 2026.
  • Janney Montgomery Scott bought 470 Broadridge shares in Q1 2026, an estimated $89.3K.
  • Broadridge made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1385 holding.
  • Janney Montgomery Scott first reported a position in Broadridge in Q2 2015 and has held it in 41 quarters since.
  • Janney Montgomery Scott's Broadridge position peaked at $3.95M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.