JF
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JSF Financial’s Broadridge BR Stock Holding History

JSF Financial’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
2025
Q4 		– Sell
-3,886
Closed -$925K – 135
2025
Q3 		$925K Buy
3,886
+256
+7% +$63.8K 0.21% 70
2025
Q2 		$882K Buy
+3,630
New +$863K 0.21% 70
2022
Q4 		– Sell
-3,379
Closed -$488K – 114
2022
Q3 		$488K Buy
+3,379
New +$548K 0.19% 71
2022
Q1 		– Sell
-1,975
Closed -$361K – 116
2021
Q4 		$361K Buy
+1,975
New +$347K 0.18% 70

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

JSF Financial's BR Position: Q4 2025 in Review

JSF Financial sold out of Broadridge (BR) in Q4 2025, closing a stake of 3,886 shares — an estimated $925K sold.

JSF Financial first reported a position in BR in Q4 2021 and held it in 4 quarters. The position peaked at $925K in Q3 2025. 1,134 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • JSF Financial reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • JSF Financial sold 3,886 Broadridge shares in Q4 2025, an estimated $925K.
  • JSF Financial first reported a position in Broadridge in Q4 2021 and held it in 4 quarters.
  • JSF Financial's Broadridge position peaked at $925K in Q3 2025.
  • 1,134 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on JSF Financial's 13F filing for Q4 2025, filed 4 Feb 2026.