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 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 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

Jefferies Financial Group's BR Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Broadridge (BR) in Q1 2026: 2,614 shares worth $425K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in BR as recently as Q1 2025.

Jefferies Financial Group first reported a position in BR in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.22M in Q2 2023. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Jefferies Financial Group held 2,614 shares of Broadridge worth $425K as of Q1 2026.
Broadridge was a new Jefferies Financial Group position in Q1 2026.
Broadridge made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1276 holding.
Jefferies Financial Group first reported a position in Broadridge in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Broadridge position peaked at $3.22M in Q2 2023.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.