Raymond James Financial
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Raymond James Financial’s Broadridge BR Stock Holding History

Raymond James 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
2026
Q2 		$40.1M Sell
292,633
-77,813
-21% -$11.8M 0.01% 1058
2026
Q1 		$60.2M Sell
370,446
-6,081
-2% -$1.16M 0.02% 760
2025
Q4 		$84M Sell
376,527
-8,422
-2% -$1.92M 0.03% 578
2025
Q3 		$91.7M Sell
384,949
-7,410
-2% -$1.85M 0.03% 532
2025
Q2 		$95.4M Buy
392,359
+876
+0.2% +$208K 0.03% 498
2025
Q1 		$94.9M Sell
391,483
-70,572
-15% -$16.6M 0.04% 456
2024
Q4 		$104M Buy
+462,055
New +$104M 0.04% 420

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 $3.38T AUM 44.17% 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

Raymond James Financial's BR Position: Q2 2026 in Review

Raymond James Financial reduced its Broadridge (BR) stake by 21% in Q2 2026, selling an estimated $11.8M and leaving 292,633 shares worth $40.1M. The position accounts for 0.01% of the portfolio, ranked #1058.

Raymond James Financial first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $104M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Raymond James Financial held 292,633 shares of Broadridge worth $40.1M as of Q2 2026.
  • Raymond James Financial sold 77,813 Broadridge shares in Q2 2026, an estimated $11.8M.
  • Broadridge made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1058 holding.
  • Raymond James Financial first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Broadridge position peaked at $104M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.