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 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 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

Simplex Trading's BR Position: Q1 2026 in Review

Simplex Trading opened a new position in Broadridge (BR) in Q1 2026: 1,273 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #4258 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BR as recently as Q1 2024.

Simplex Trading first reported a position in BR in Q1 2015 and has held it in 14 quarters since. The position peaked at $737K in Q1 2024. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Simplex Trading held 1,273 shares of Broadridge worth $207K as of Q1 2026.
Broadridge was a new Simplex Trading position in Q1 2026.
Broadridge made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4258 holding.
Simplex Trading first reported a position in Broadridge in Q1 2015 and has held it in 14 quarters since.
Simplex Trading's Broadridge position peaked at $737K in Q1 2024.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.