Shufro Rose & Co’s Broadridge BR Stock Holding History

Shufro Rose & Co’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 Q1	–	Sell	-2,500	Closed	-$558K	–	312
2025 Q4	$558K	Hold	2,500	–	–	0.04%	172
2025 Q3	$606K	Hold	2,500	–	–	0.05%	154
2025 Q2	$606K	Hold	2,500	–	–	0.05%	156
2025 Q1	$606K	Hold	2,500	–	–	0.05%	158
2024 Q4	$565K	Hold	2,500	–	–	0.04%	161
2024 Q3	$493K	Hold	2,500	–	–	0.04%	175
2024 Q2	$493K	Hold	2,500	–	–	0.04%	175
2024 Q1	$512K	Hold	2,500	–	–	0.04%	170
2023 Q4	$448K	Buy	+2,500	New	+$461K	0.04%	167

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shufro Rose & Co's BR Position: Q1 2026 in Review

Shufro Rose & Co sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,500 shares — an estimated $558K sold.

Shufro Rose & Co first reported a position in BR in Q4 2023 and held it in 9 quarters. The position peaked at $606K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Shufro Rose & Co reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
Shufro Rose & Co sold 2,500 Broadridge shares in Q1 2026, an estimated $558K.
Shufro Rose & Co first reported a position in Broadridge in Q4 2023 and held it in 9 quarters.
Shufro Rose & Co's Broadridge position peaked at $606K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.