Stifel Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232M | Sell |
1,427,892
-18,211
| -1% | -$3.46M | 0.21% | 110 |
|
|
2025
Q4 | $323M | Sell |
1,446,103
-61,989
| -4% | -$14.1M | 0.29% | 74 |
|
|
2025
Q3 | $359M | Sell |
1,508,092
-44,710
| -3% | -$11.1M | 0.33% | 62 |
|
|
2025
Q2 | $377M | Sell |
1,552,802
-22,236
| -1% | -$5.28M | 0.37% | 64 |
|
|
2025
Q1 | $382M | Sell |
1,575,038
-40,093
| -2% | -$9.44M | 0.41% | 59 |
|
|
2024
Q4 | $365M | Buy |
1,615,131
+20,716
| +1% | +$4.64M | 0.38% | 64 |
|
|
2024
Q3 | $343M | Buy |
1,594,415
+5,813
| +0.4% | +$1.22M | 0.36% | 65 |
|
|
2024
Q2 | $313M | Buy |
1,588,602
+6,133
| +0.4% | +$1.22M | 0.35% | 70 |
|
|
2024
Q1 | $324M | Buy |
1,582,469
+50,394
| +3% | +$10.2M | 0.37% | 67 |
|
|
2023
Q4 | $315M | Sell |
1,532,075
-10,432
| -0.7% | -$1.92M | 0.4% | 62 |
|
|
2023
Q3 | $276M | Buy |
1,542,507
+1,456,847
| +1,701% | +$258M | 0.39% | 65 |
|
|
2023
Q2 | $14.2M | Buy |
85,660
+9,648
| +13% | +$1.46M | 0.02% | 587 |
|
|
2023
Q1 | $11.1M | Buy |
76,012
+7,439
| +11% | +$1.06M | 0.02% | 650 |
|
|
2022
Q4 | $9.2M | Sell |
68,573
-201
| -0.3% | -$28.6K | 0.01% | 690 |
|
|
2022
Q3 | $9.93M | Buy |
68,774
+3,817
| +6% | +$620K | 0.02% | 636 |
|
|
2022
Q2 | $9.26M | Sell |
64,957
-2,201
| -3% | -$319K | 0.01% | 682 |
|
|
2022
Q1 | $10.5M | Buy |
67,158
+8,283
| +14% | +$1.27M | 0.01% | 700 |
|
|
2021
Q4 | $10.8M | Buy |
58,875
+8,144
| +16% | +$1.43M | 0.01% | 710 |
|
|
2021
Q3 | $8.45M | Buy |
50,731
+531
| +1% | +$90.4K | 0.01% | 777 |
|
|
2021
Q2 | $8.11M | Buy |
50,200
+1,980
| +4% | +$316K | 0.01% | 786 |
|
|
2021
Q1 | $7.38M | Sell |
48,220
-4,129
| -8% | -$610K | 0.01% | 788 |
|
|
2020
Q4 | $8.02M | Sell |
52,349
-13,751
| -21% | -$1.99M | 0.01% | 663 |
|
|
2020
Q3 | $8.73M | Buy |
66,100
+9,250
| +16% | +$1.24M | 0.02% | 581 |
|
|
2020
Q2 | $7.17M | Sell |
56,850
-1,071
| -2% | -$124K | 0.02% | 605 |
|
|
2020
Q1 | $5.49M | Buy |
57,921
+4,801
| +9% | +$548K | 0.02% | 637 |
|
|
2019
Q4 | $6.55M | Buy |
53,120
+5,613
| +12% | +$686K | 0.01% | 766 |
|
|
2019
Q3 | $5.89M | Sell |
47,507
-9,296
| -16% | -$1.2M | 0.02% | 772 |
|
|
2019
Q2 | $7.25M | Sell |
56,803
-98
| -0.2% | -$11.8K | 0.02% | 697 |
|
|
2019
Q1 | $5.88M | Buy |
56,901
+3,238
| +6% | +$325K | 0.02% | 735 |
|
|
2018
Q4 | $5.16M | Sell |
53,663
-879
| -2% | -$95.2K | 0.02% | 753 |
|
|
2018
Q3 | $7.2M | Sell |
54,542
-4,940
| -8% | -$627K | 0.02% | 673 |
|
|
2018
Q2 | $6.83M | Sell |
59,482
-6,553
| -10% | -$740K | 0.02% | 664 |
|
|
2018
Q1 | $7.24M | Buy |
66,035
+132
| +0.2% | +$13.1K | 0.02% | 655 |
|
|
2017
Q4 | $5.98M | Buy |
65,903
+3,575
| +6% | +$312K | 0.02% | 704 |
|
|
2017
Q3 | $5.03M | Buy |
62,328
+703
| +1% | +$54.1K | 0.02% | 733 |
|
|
2017
Q2 | $4.66M | Buy |
61,625
+1,047
| +2% | +$75.6K | 0.02% | 740 |
|
|
2017
Q1 | $4.11M | Buy |
60,578
+5,363
| +10% | +$364K | 0.02% | 779 |
|
|
2016
Q4 | $3.65M | Buy |
55,215
+2,631
| +5% | +$171K | 0.02% | 777 |
|
|
2016
Q3 | $3.56M | Sell |
52,584
-12,811
| -20% | -$874K | 0.02% | 759 |
|
|
2016
Q2 | $4.26M | Buy |
65,395
+4,283
| +7% | +$265K | 0.02% | 673 |
|
|
2016
Q1 | $3.62M | Buy |
61,112
+16,665
| +37% | +$909K | 0.02% | 671 |
|
|
2015
Q4 | $2.39M | Buy |
44,447
+12,762
| +40% | +$716K | 0.01% | 878 |
|
|
2015
Q3 | $1.75M | Sell |
31,685
-2,578
| -8% | -$139K | 0.01% | 973 |
|
|
2015
Q2 | $1.66M | Buy |
34,263
+12,326
| +56% | +$657K | 0.01% | 1103 |
|
|
2015
Q1 | $1.21M | Buy |
21,937
+4,313
| +24% | +$219K | 0.01% | 1191 |
|
|
2014
Q4 | $813K | Buy |
17,624
+4,860
| +38% | +$213K | ﹤0.01% | 1370 |
|
|
2014
Q3 | $531K | Buy |
+12,764
| New | +$530K | ﹤0.01% | 1487 |
|
|
2014
Q2 | – | Sell |
-8,056
| Closed | -$300K | – | 2201 |
|
|
2014
Q1 | $300K | Buy |
+8,056
| New | +$302K | ﹤0.01% | 1716 |
|
Other funds holding BR
VCM
VPM
