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Stephens Inc’s Broadridge BR Stock Holding History

Stephens Inc’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 		$1.18M Buy
6,660
+1,228
+23% +$233K 0.01% 598
2025
Q4 		$1.26M Buy
5,432
+4,245
+358% +$968K 0.02% 582
2025
Q3 		$283K Buy
1,187
+7
+0.6% +$1.74K ﹤0.01% 1069
2025
Q2 		$287K Buy
1,180
+29
+3% +$6.89K ﹤0.01% 1027
2025
Q1 		$279K Hold
1,151
– – ﹤0.01% 1017
2024
Q4 		$260K Sell
1,151
-94
-8% -$21.1K ﹤0.01% 1074
2024
Q3 		$268K Sell
1,245
-153
-11% -$32K ﹤0.01% 1074
2024
Q2 		$275K Buy
1,398
+13
+0.9% +$2.58K ﹤0.01% 1040
2024
Q1 		$284K Buy
1,385
+59
+4% +$11.9K ﹤0.01% 1022
2023
Q4 		$273K Sell
1,326
-103
-7% -$19K ﹤0.01% 971
2023
Q3 		$256K Sell
1,429
-283
-17% -$50.1K ﹤0.01% 951
2023
Q2 		$284K Sell
1,712
-400
-19% -$60.5K 0.01% 939
2023
Q1 		$310K Sell
2,112
-18
-0.8% -$2.58K 0.01% 866
2022
Q4 		$286K Sell
2,130
-2
-0.1% -$284 0.01% 866
2022
Q3 		$308K Sell
2,132
-76
-3% -$12.3K 0.01% 885
2022
Q2 		$315K Buy
2,208
+10
+0.5% +$1.45K 0.01% 896
2022
Q1 		$342K Buy
2,198
+175
+9% +$26.9K 0.01% 970
2021
Q4 		$370K Sell
2,023
-370
-15% -$65K 0.01% 962
2021
Q3 		$399K Sell
2,393
-2,268
-49% -$386K 0.01% 949
2021
Q2 		$753K Sell
4,661
-64
-1% -$10.2K 0.01% 742
2021
Q1 		$723K Buy
4,725
+493
+12% +$72.8K 0.01% 727
2020
Q4 		$648K Sell
4,232
-160
-4% -$23.2K 0.01% 711
2020
Q3 		$580K Sell
4,392
-167
-4% -$22.3K 0.01% 695
2020
Q2 		$575K Sell
4,559
-211
-4% -$24.4K 0.01% 664
2020
Q1 		$452K Buy
4,770
+1,338
+39% +$153K 0.01% 674
2019
Q4 		$424K Sell
3,432
-89
-3% -$10.9K 0.01% 773
2019
Q3 		$438K Sell
3,521
-27
-0.8% -$3.48K 0.01% 786
2019
Q2 		$453K Buy
+3,548
New +$427K 0.01% 774
2018
Q2 		– Sell
-2,585
Closed -$284K – 867
2018
Q1 		$284K Sell
2,585
-615
-19% -$61.1K 0.01% 585
2017
Q4 		$290K Sell
3,200
-279
-8% -$24.3K 0.01% 578
2017
Q3 		$281K Sell
3,479
-80
-2% -$6.16K 0.01% 589
2017
Q2 		$269K Sell
3,559
-187
-5% -$13.5K 0.01% 713
2017
Q1 		$255K Hold
3,746
– – 0.01% 707
2016
Q4 		$248K Sell
3,746
-654
-15% -$42.5K 0.01% 655
2016
Q3 		$298K Sell
4,400
-379
-8% -$25.9K 0.01% 612
2016
Q2 		$312K Hold
4,779
– – 0.01% 586
2016
Q1 		$283K Sell
4,779
-12
-0.3% -$654 0.01% 555
2015
Q4 		$257K Sell
4,791
-371
-7% -$20.8K 0.01% 581
2015
Q3 		$286K Sell
5,162
-681
-12% -$36.6K 0.01% 557
2015
Q2 		$292K Hold
5,843
– – 0.01% 608
2015
Q1 		$321K Buy
5,843
+12
+0.2% +$610 0.01% 595
2014
Q4 		$269K Sell
5,831
-27
-0.5% -$1.18K 0.01% 637
2014
Q3 		$244K Sell
5,858
-31
-0.5% -$1.29K 0.01% 661
2014
Q2 		$245K Buy
5,889
+350
+6% +$13.7K 0.01% 704
2014
Q1 		$206K Buy
5,539
+40
+0.7% +$1.5K 0.01% 698
2013
Q4 		$217K Sell
5,499
-3,381
-38% -$122K 0.01% 751
2013
Q3 		$282K Sell
8,880
-200
-2% -$5.94K 0.02% 615
2013
Q2 		$241K Buy
+9,080
New +$234K 0.01% 590

Other funds holding BR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc's BR Position: Q1 2026 in Review

Stephens Inc increased its Broadridge (BR) stake by 23% in Q1 2026, buying an estimated $233K and bringing the position to 6,660 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #598.

Stephens Inc first reported a position in BR in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.26M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Stephens Inc held 6,660 shares of Broadridge worth $1.18M as of Q1 2026.
  • Stephens Inc bought 1,228 Broadridge shares in Q1 2026, an estimated $233K.
  • Broadridge made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #598 holding.
  • Stephens Inc first reported a position in Broadridge in Q2 2013 and has held it in 48 quarters since.
  • Stephens Inc's Broadridge position peaked at $1.26M in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.