JWM
BR icon

JPL Wealth Management’s Broadridge BR Stock Holding History

JPL Wealth Management’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 		$3.42K Sell
25
-20
-44% -$3.02K ﹤0.01% 886
2026
Q1 		$7.31K Buy
+45
New +$8.55K ﹤0.01% 599
2025
Q4 		– Sell
-35
Closed -$8.34K – 254
2025
Q3 		$8.34K Buy
+35
New +$8.72K ﹤0.01% 574

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

JPL Wealth Management's BR Position: Q2 2026 in Review

JPL Wealth Management reduced its Broadridge (BR) stake by 44% in Q2 2026, selling an estimated $3.02K and leaving 25 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

JPL Wealth Management first reported a position in BR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.34K in Q3 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • JPL Wealth Management held 25 shares of Broadridge worth $3.42K as of Q2 2026.
  • JPL Wealth Management sold 20 Broadridge shares in Q2 2026, an estimated $3.02K.
  • Broadridge made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #886 holding.
  • JPL Wealth Management first reported a position in Broadridge in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Broadridge position peaked at $8.34K in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.