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JFS Wealth Advisors’s Broadridge BR Stock Holding History

JFS Wealth Advisors’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 		$14.1K Sell
103
-27
-21% -$4.08K ﹤0.01% 867
2026
Q1 		$21.1K Sell
130
-22
-14% -$4.18K ﹤0.01% 720
2025
Q4 		$33.9K Buy
152
+24
+19% +$5.47K ﹤0.01% 616
2025
Q3 		$30.5K Sell
128
-15
-10% -$3.74K ﹤0.01% 607
2025
Q2 		$34.8K Sell
143
-13
-8% -$3.09K ﹤0.01% 543
2025
Q1 		$37.8K Sell
156
-1
-0.6% -$235 ﹤0.01% 528
2024
Q4 		$35.5K Hold
157
– – ﹤0.01% 522
2024
Q3 		$33.8K Buy
157
+2
+1% +$418 ﹤0.01% 532
2024
Q2 		$30.6K Hold
155
– – ﹤0.01% 505
2024
Q1 		$31.8K Hold
155
– – ﹤0.01% 519
2023
Q4 		$31.9K Sell
155
-7
-4% -$1.29K ﹤0.01% 486
2023
Q3 		$29.1K Buy
162
+7
+5% +$1.24K ﹤0.01% 462
2023
Q2 		$25.7K Sell
155
-9
-5% -$1.36K ﹤0.01% 485
2023
Q1 		$24.1K Buy
164
+11
+7% +$1.57K ﹤0.01% 487
2022
Q4 		$20.6K Sell
153
-181
-54% -$25.7K ﹤0.01% 531
2022
Q3 		$48K Buy
334
+21
+7% +$3.41K 0.01% 382
2022
Q2 		$45K Buy
313
+14
+5% +$2.03K ﹤0.01% 409
2022
Q1 		$47K Buy
299
+111
+59% +$17K ﹤0.01% 440
2021
Q4 		$34K Buy
+188
New +$33K ﹤0.01% 481
2018
Q2 		– Sell
-49
Closed -$5K – 469
2018
Q1 		$5K Buy
49
+1
+2% +$99 ﹤0.01% 417
2017
Q4 		$4K Buy
+48
New +$4.19K ﹤0.01% 440

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

JFS Wealth Advisors's BR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $4.08K and leaving 103 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

JFS Wealth Advisors first reported a position in BR in Q4 2017 and has held it in 21 quarters since. The position peaked at $48K in Q3 2022. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • JFS Wealth Advisors held 103 shares of Broadridge worth $14.1K as of Q2 2026.
  • JFS Wealth Advisors sold 27 Broadridge shares in Q2 2026, an estimated $4.08K.
  • Broadridge made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #867 holding.
  • JFS Wealth Advisors first reported a position in Broadridge in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Broadridge position peaked at $48K in Q3 2022.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.