LF
BR icon

Lantz Financial’s Broadridge BR Stock Holding History

Lantz Financial’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 		$1.26M Buy
9,181
+374
+4% +$56.5K 0.23% 107
2026
Q1 		$1.43M Sell
8,807
-388
-4% -$73.7K 0.3% 90
2025
Q4 		$2.05M Sell
9,195
-298
-3% -$68K 0.43% 61
2025
Q3 		$2.26M Sell
9,493
-27
-0.3% -$6.72K 0.5% 57
2025
Q2 		$2.31M Sell
9,520
-138
-1% -$32.8K 0.58% 47
2025
Q1 		$2.34M Sell
9,658
-460
-5% -$108K 0.64% 41
2024
Q4 		$2.29M Buy
10,118
+4
+0% +$896 0.61% 48
2024
Q3 		$2.17M Sell
10,114
-42
-0.4% -$8.79K 0.59% 48
2024
Q2 		$2M Sell
10,156
-9
-0.1% -$1.78K 0.62% 48
2024
Q1 		$2.08M Sell
10,165
-768
-7% -$155K 0.67% 46
2023
Q4 		$2.25M Buy
10,933
+73
+0.7% +$13.5K 0.81% 25
2023
Q3 		$1.94M Sell
10,860
-326
-3% -$57.7K 0.77% 32
2023
Q2 		$1.85M Sell
11,186
-69
-0.6% -$10.4K 0.73% 34
2023
Q1 		$1.65M Hold
11,255
– – 0.69% 41
2022
Q4 		$1.51M Buy
11,255
+91
+0.8% +$12.9K 0.69% 41
2022
Q3 		$1.61M Sell
11,164
-93
-0.8% -$15.1K 0.84% 31
2022
Q2 		$1.6M Buy
11,257
+12
+0.1% +$1.74K 0.72% 33
2022
Q1 		$1.75M Buy
11,245
+25
+0.2% +$3.84K 0.71% 35
2021
Q4 		$2.05M Buy
11,220
+111
+1% +$19.5K 0.94% 22
2021
Q3 		$1.85M Buy
11,109
+53
+0.5% +$9.03K 0.95% 22
2021
Q2 		$1.79M Sell
11,056
-80
-0.7% -$12.8K 0.92% 28
2021
Q1 		$1.71M Buy
11,136
+25
+0.2% +$3.69K 0.97% 28
2020
Q4 		$1.7M Sell
11,111
-218
-2% -$31.6K 1.06% 21
2020
Q3 		$1.5M Sell
11,329
-51
-0.4% -$6.82K 1.01% 27
2020
Q2 		$1.44M Sell
11,380
-396
-3% -$45.9K 1.03% 28
2020
Q1 		$1.12M Sell
11,776
-406
-3% -$46.3K 0.88% 40
2019
Q4 		$1.5M Buy
12,182
+116
+1% +$14.2K 0.89% 36
2019
Q3 		$1.47M Buy
12,066
+68
+0.6% +$8.76K 0.99% 28
2019
Q2 		$1.57M Buy
11,998
+195
+2% +$23.5K 1.06% 22
2019
Q1 		$1.22M Buy
+11,803
New +$1.18M 0.89% 41

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lantz Financial's BR Position: Q2 2026 in Review

Lantz Financial increased its Broadridge (BR) stake by 4.2% in Q2 2026, buying an estimated $56.5K and bringing the position to 9,181 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #107.

Lantz Financial first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.34M in Q1 2025. 174 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lantz Financial held 9,181 shares of Broadridge worth $1.26M as of Q2 2026.
  • Lantz Financial bought 374 Broadridge shares in Q2 2026, an estimated $56.5K.
  • Broadridge made up 0.23% of Lantz Financial's portfolio in Q2 2026, its #107 holding.
  • Lantz Financial first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Broadridge position peaked at $2.34M in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.