JMAC Enterprises’s Broadridge BR Stock Holding History

JMAC Enterprises’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	$657K	Buy	+4,800	New	+$725K	0.11%	85
2026 Q1	–	Sell	-1,000	Closed	-$223K	–	118
2025 Q4	$223K	Hold	1,000	–	–	0.04%	116
2025 Q3	$238K	Hold	1,000	–	–	0.05%	115
2025 Q2	$243K	Hold	1,000	–	–	0.05%	108
2025 Q1	$242K	Hold	1,000	–	–	0.06%	107
2024 Q4	$226K	Hold	1,000	–	–	0.04%	158
2024 Q3	$215K	Buy	+1,000	New	+$209K	0.03%	172
2024 Q2	–	Sell	-1,000	Closed	-$205K	–	174
2024 Q1	$205K	Hold	1,000	–	–	0.04%	163
2023 Q4	$206K	Buy	+1,000	New	+$184K	0.04%	162
2023 Q3	–	Sell	-1,700	Closed	-$282K	–	163
2023 Q2	$282K	Buy	+1,700	New	+$257K	0.07%	147

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

JMAC Enterprises's BR Position: Q2 2026 in Review

JMAC Enterprises opened a new position in Broadridge (BR) in Q2 2026: 4,800 shares worth $657K. The stake represents 0.11% of the portfolio and ranks #85 among its holdings. This is a return to the name: JMAC Enterprises previously reported a position in BR as recently as Q4 2025.

JMAC Enterprises first reported a position in BR in Q2 2023 and has held it in 10 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

JMAC Enterprises held 4,800 shares of Broadridge worth $657K as of Q2 2026.
Broadridge was a new JMAC Enterprises position in Q2 2026.
Broadridge made up 0.11% of JMAC Enterprises's portfolio in Q2 2026, its #85 holding.
JMAC Enterprises first reported a position in Broadridge in Q2 2023 and has held it in 10 quarters since.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on JMAC Enterprises's 13F filing for Q2 2026, filed 28 Jul 2026.