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SJS Investment Consulting’s Broadridge BR Stock Holding History

SJS Investment Consulting’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 		$11.4K Sell
83
-276
-77% -$41.7K ﹤0.01% 1031
2026
Q1 		$58.3K Buy
359
+343
+2,144% +$65.2K 0.01% 321
2025
Q4 		$3.57K Buy
16
+8
+100% +$1.82K ﹤0.01% 1018
2025
Q3 		$1.91K Hold
8
– – ﹤0.01% 841
2025
Q2 		$1.95K Sell
8
-6
-43% -$1.43K ﹤0.01% 579
2025
Q1 		$3.4K Hold
14
– – ﹤0.01% 554
2024
Q4 		$3.17K Sell
14
-3
-18% -$672 ﹤0.01% 548
2024
Q3 		$3.66K Sell
17
-18
-51% -$3.77K ﹤0.01% 565
2024
Q2 		$6.89K Sell
35
-2
-5% -$397 ﹤0.01% 385
2024
Q1 		$7.58K Buy
37
+18
+95% +$3.63K ﹤0.01% 388
2023
Q4 		$3.91K Hold
19
– – ﹤0.01% 445
2023
Q3 		$3.4K Buy
19
+3
+19% +$531 ﹤0.01% 458
2023
Q2 		$2.65K Hold
16
– – ﹤0.01% 499
2023
Q1 		$2.35K Buy
16
+1
+7% +$143 ﹤0.01% 550
2022
Q4 		$2.01K Sell
15
-2
-12% -$284 ﹤0.01% 623
2022
Q3 		$2K Buy
+17
New +$2.76K ﹤0.01% 429
2022
Q1 		$0 Buy
+3
New +$460 ﹤0.01% 763

Other funds holding BR

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

SJS Investment Consulting's BR Position: Q2 2026 in Review

SJS Investment Consulting reduced its Broadridge (BR) stake by 77% in Q2 2026, selling an estimated $41.7K and leaving 83 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

SJS Investment Consulting first reported a position in BR in Q1 2022 and has held it in 17 quarters since. The position peaked at $58.3K in Q1 2026. 551 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • SJS Investment Consulting held 83 shares of Broadridge worth $11.4K as of Q2 2026.
  • SJS Investment Consulting sold 276 Broadridge shares in Q2 2026, an estimated $41.7K.
  • Broadridge made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1031 holding.
  • SJS Investment Consulting first reported a position in Broadridge in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Broadridge position peaked at $58.3K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.