Simplex Trading
BR icon

Simplex Trading’s Broadridge BR Stock Holding History

Simplex Trading’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 		$397K Buy
2,896
+1,623
+127% +$245K ﹤0.01% 3894
2026
Q1 		$207K Buy
+1,273
New +$242K ﹤0.01% 4258
2024
Q2 		– Sell
-3,602
Closed -$715K – 8815
2024
Q1 		$737K Buy
+3,602
New +$726K ﹤0.01% 3444
2023
Q4 		– Sell
-1,219
Closed -$225K – 8806
2023
Q3 		$218K Buy
+1,219
New +$216K ﹤0.01% 4238
2022
Q3 		– Sell
-393
Closed -$63.8K – 9921
2022
Q2 		$56K Sell
393
-112
-22% -$16.3K ﹤0.01% 6330
2022
Q1 		$78K Buy
+505
New +$77.5K ﹤0.01% 6491
2021
Q2 		– Sell
-1,478
Closed -$236K – 10048
2021
Q1 		$226K Buy
+1,478
New +$218K ﹤0.01% 4570
2019
Q4 		– Sell
-807
Closed -$98.7K – 7303
2019
Q3 		$100K Buy
+807
New +$104K ﹤0.01% 4316
2018
Q1 		– Sell
-1,835
Closed -$182K – 6157
2017
Q4 		$166K Buy
+1,835
New +$160K 0.01% 1412
2017
Q2 		– Sell
-9,859
Closed -$712K – 6107
2017
Q1 		$669K Buy
9,859
+1,392
+16% +$94.4K 0.03% 533
2016
Q4 		$561K Buy
8,467
+6,675
+372% +$434K 0.03% 491
2016
Q3 		$121K Buy
+1,792
New +$122K 0.01% 1387
2016
Q1 		– Sell
-24
Closed -$1.31K – 5588
2015
Q4 		$1K Sell
24
-2,038
-99% -$114K ﹤0.01% 4788
2015
Q3 		$114K Buy
+2,062
New +$111K 0.01% 1323
2015
Q2 		– Sell
-2
Closed -$107 – 5188
2015
Q1 		$0 Buy
+2
New +$102 ﹤0.01% 4962

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

Simplex Trading's BR Position: Q2 2026 in Review

Simplex Trading increased its Broadridge (BR) stake by 127% in Q2 2026, buying an estimated $245K and bringing the position to 2,896 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Simplex Trading first reported a position in BR in Q1 2015 and has held it in 15 quarters since. The position peaked at $737K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Simplex Trading held 2,896 shares of Broadridge worth $397K as of Q2 2026.
  • Simplex Trading bought 1,623 Broadridge shares in Q2 2026, an estimated $245K.
  • Broadridge made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3894 holding.
  • Simplex Trading first reported a position in Broadridge in Q1 2015 and has held it in 15 quarters since.
  • Simplex Trading's Broadridge position peaked at $737K in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.