DLA
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Douglas Lane & Associates’s Broadridge BR Stock Holding History

Douglas Lane & Associates’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 		$7.82M Sell
57,085
-4,222
-7% -$638K 0.11% 128
2026
Q1 		$9.96M Buy
61,307
+2,829
+5% +$537K 0.14% 115
2025
Q4 		$13.1M Sell
58,478
-1,021
-2% -$233K 0.18% 113
2025
Q3 		$14.2M Sell
59,499
-1,236
-2% -$308K 0.2% 106
2025
Q2 		$14.8M Sell
60,735
-1,740
-3% -$414K 0.21% 110
2025
Q1 		$15.1M Sell
62,475
-3,348
-5% -$788K 0.22% 110
2024
Q4 		$14.9M Sell
65,823
-2,333
-3% -$523K 0.21% 110
2024
Q3 		$14.7M Sell
68,156
-7,659
-10% -$1.6M 0.2% 106
2024
Q2 		$14.9M Sell
75,815
-23,617
-24% -$4.68M 0.21% 107
2024
Q1 		$20.4M Sell
99,432
-9,595
-9% -$1.94M 0.29% 97
2023
Q4 		$22.4M Sell
109,027
-22,372
-17% -$4.13M 0.35% 89
2023
Q3 		$23.5M Sell
131,399
-19,374
-13% -$3.43M 0.39% 88
2023
Q2 		$25M Sell
150,773
-15,969
-10% -$2.42M 0.4% 87
2023
Q1 		$24.4M Sell
166,742
-23,437
-12% -$3.35M 0.41% 88
2022
Q4 		$25.5M Sell
190,179
-59,503
-24% -$8.45M 0.43% 85
2022
Q3 		$36M Sell
249,682
-26,947
-10% -$4.37M 0.67% 60
2022
Q2 		$39.4M Sell
276,629
-311
-0.1% -$45.1K 0.67% 63
2022
Q1 		$43.1M Sell
276,940
-13,767
-5% -$2.11M 0.61% 70
2021
Q4 		$53.1M Sell
290,707
-29,380
-9% -$5.16M 0.71% 57
2021
Q3 		$53.3M Buy
320,087
+575
+0.2% +$97.9K 0.76% 52
2021
Q2 		$51.6M Buy
319,512
+5,861
+2% +$937K 0.72% 54
2021
Q1 		$48M Buy
313,651
+27,274
+10% +$4.03M 0.74% 55
2020
Q4 		$43.9M Buy
286,377
+32,955
+13% +$4.78M 0.73% 52
2020
Q3 		$33.5M Buy
253,422
+74,082
+41% +$9.9M 0.66% 55
2020
Q2 		$22.6M Buy
179,340
+101,738
+131% +$11.8M 0.49% 70
2020
Q1 		$7.36M Buy
+77,602
New +$8.85M 0.19% 99

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Douglas Lane & Associates's BR Position: Q2 2026 in Review

Douglas Lane & Associates reduced its Broadridge (BR) stake by 6.9% in Q2 2026, selling an estimated $638K and leaving 57,085 shares worth $7.82M. The position accounts for 0.11% of the portfolio, ranked #128.

Douglas Lane & Associates first reported a position in BR in Q1 2020 and has held it in 26 quarters since. The position peaked at $53.3M in Q3 2021. 356 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Douglas Lane & Associates held 57,085 shares of Broadridge worth $7.82M as of Q2 2026.
  • Douglas Lane & Associates sold 4,222 Broadridge shares in Q2 2026, an estimated $638K.
  • Broadridge made up 0.11% of Douglas Lane & Associates's portfolio in Q2 2026, its #128 holding.
  • Douglas Lane & Associates first reported a position in Broadridge in Q1 2020 and has held it in 26 quarters since.
  • Douglas Lane & Associates's Broadridge position peaked at $53.3M in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.