LFG
BR icon

Larson Financial Group’s Broadridge BR Stock Holding History

Larson Financial Group’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 		$737K Buy
5,384
+1,460
+37% +$220K 0.02% 447
2026
Q1 		$638K Buy
3,924
+2,925
+293% +$556K 0.02% 406
2025
Q4 		$223K Buy
999
+155
+18% +$35.4K 0.01% 671
2025
Q3 		$201K Sell
844
-23
-3% -$5.73K 0.01% 690
2025
Q2 		$211K Sell
867
-153
-15% -$36.4K 0.01% 650
2025
Q1 		$247K Buy
1,020
+748
+275% +$176K 0.01% 579
2024
Q4 		$61.5K Buy
272
+150
+123% +$33.6K ﹤0.01% 843
2024
Q3 		$26.2K Buy
122
+16
+15% +$3.35K ﹤0.01% 1111
2024
Q2 		$20.9K Hold
106
– – ﹤0.01% 1034
2024
Q1 		$21.7K Sell
106
-11
-9% -$2.22K ﹤0.01% 872
2023
Q4 		$24.1K Hold
117
– – ﹤0.01% 806
2023
Q3 		$20.9K Sell
117
-66
-36% -$11.7K ﹤0.01% 801
2023
Q2 		$30.3K Buy
183
+66
+56% +$9.99K ﹤0.01% 643
2023
Q1 		$17.1K Hold
117
– – ﹤0.01% 786
2022
Q4 		$15.7K Hold
117
– – ﹤0.01% 749
2022
Q3 		$17K Buy
117
+36
+44% +$5.84K ﹤0.01% 660
2022
Q2 		$12K Buy
+81
New +$11.8K ﹤0.01% 654
2020
Q3 		– Sell
-125
Closed -$16K – 730
2020
Q2 		$16K Hold
125
– – 0.01% 311
2020
Q1 		$12K Hold
125
– – 0.01% 262
2019
Q4 		$15K Hold
125
– – 0.01% 253
2019
Q3 		$16K Hold
125
– – 0.01% 244
2019
Q2 		$16K Hold
125
– – 0.01% 205
2019
Q1 		$13K Hold
125
– – 0.01% 209
2018
Q4 		$12K Buy
+125
New +$13.5K 0.01% 204

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Larson Financial Group's BR Position: Q2 2026 in Review

Larson Financial Group increased its Broadridge (BR) stake by 37% in Q2 2026, buying an estimated $220K and bringing the position to 5,384 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #447.

Larson Financial Group first reported a position in BR in Q4 2018 and has held it in 24 quarters since. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Larson Financial Group held 5,384 shares of Broadridge worth $737K as of Q2 2026.
  • Larson Financial Group bought 1,460 Broadridge shares in Q2 2026, an estimated $220K.
  • Broadridge made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #447 holding.
  • Larson Financial Group first reported a position in Broadridge in Q4 2018 and has held it in 24 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.