Jefferies Group's BR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,614 shares of Broadridge Financial Solutions, Inc. (BR) worth $424,723, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 9,600 shares. Largest reduction occurred in Q3 2023, reducing 12,755 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Broadridge Financial Solutions (BR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Broadridge Financial Solutions (BR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,614 | New Buy | 2,614 | $162.48 |
| Q2 2025 | -3,381 | Sold Out | 0 | $0.00 |
| Q1 2025 | +183 | Add 5.72% | 3,381 | $242.46 |
| Q4 2024 | -165 | Reduce 4.91% | 3,198 | $226.09 |
| Q3 2024 | -1,415 | Reduce 29.61% | 3,363 | $215.03 |
| Q2 2024 | +1,720 | Add 56.25% | 4,778 | $197.00 |
| Q1 2024 | -970 | Reduce 24.08% | 3,058 | $204.86 |
| Q4 2023 | -2,630 | Reduce 39.50% | 4,028 | $205.75 |
| Q3 2023 | -12,755 | Reduce 65.70% | 6,658 | $179.05 |
| Q2 2023 | +9,600 | Add 97.83% | 19,413 | $165.63 |
| Q1 2023 | -5,085 | Reduce 34.13% | 9,813 | $146.57 |
| Q4 2022 | +14,898 | New Buy | 14,898 | $134.13 |
Jefferies Group's Broadridge Financial Solutions Investment FAQs
Jefferies Group first purchased Broadridge Financial Solutions, Inc. (BR) in Q4 2022, acquiring 14,898 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Broadridge Financial Solutions, Inc. (BR) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to Broadridge Financial Solutions, Inc. (BR) was in Q4 2022, adding 14,898 shares worth $2 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,614 shares of Broadridge Financial Solutions, Inc. (BR), valued at approximately $424,723.
As of the Q1 2026 filing, Broadridge Financial Solutions, Inc. (BR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Broadridge Financial Solutions, Inc. (BR) was 19,413 shares, as reported at the end of Q2 2023.