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Jefferies Financial Group’s Broadridge BR Stock Holding History

Jefferies Financial Group’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
-2,614
Closed -$425K – 1677
2026
Q1 		$425K Buy
+2,614
New +$497K ﹤0.01% 1276
2025
Q2 		– Sell
-3,381
Closed -$820K – 1330
2025
Q1 		$820K Buy
3,381
+183
+6% +$43.1K 0.01% 875
2024
Q4 		$723K Sell
3,198
-165
-5% -$37K ﹤0.01% 995
2024
Q3 		$723K Sell
3,363
-1,415
-30% -$296K 0.01% 878
2024
Q2 		$941K Buy
4,778
+1,720
+56% +$341K 0.01% 766
2024
Q1 		$626K Sell
3,058
-970
-24% -$196K 0.01% 979
2023
Q4 		$829K Sell
4,028
-2,630
-40% -$485K 0.01% 1035
2023
Q3 		$1.19M Sell
6,658
-12,755
-66% -$2.26M 0.01% 772
2023
Q2 		$3.22M Buy
19,413
+9,600
+98% +$1.45M 0.03% 505
2023
Q1 		$1.44M Sell
9,813
-5,085
-34% -$728K 0.01% 762
2022
Q4 		$2M Buy
+14,898
New +$2.12M 0.01% 651

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 $3.38T AUM 44.17% 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

Jefferies Financial Group's BR Position: Q2 2026 in Review

Jefferies Financial Group sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,614 shares — an estimated $425K sold.

Jefferies Financial Group first reported a position in BR in Q4 2022 and held it in 11 quarters. The position peaked at $3.22M in Q2 2023. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Jefferies Financial Group reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,614 Broadridge shares in Q2 2026, an estimated $425K.
  • Jefferies Financial Group first reported a position in Broadridge in Q4 2022 and held it in 11 quarters.
  • Jefferies Financial Group's Broadridge position peaked at $3.22M in Q2 2023.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.