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LaSalle St. Investment Advisors’s Broadridge BR Stock Holding History

LaSalle St. Investment Advisors’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 		– Sell
-1,342
Closed -$218K – 432
2026
Q1 		$218K Sell
1,342
-28
-2% -$5.32K 0.03% 376
2025
Q4 		$305K Sell
1,370
-21
-2% -$4.79K 0.05% 266
2025
Q3 		$331K Buy
+1,391
New +$346K 0.06% 233
2025
Q2 		– Sell
-1,412
Closed -$342K – 328
2025
Q1 		$342K Buy
+1,412
New +$332K 0.08% 200

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

LaSalle St. Investment Advisors's BR Position: Q2 2026 in Review

LaSalle St. Investment Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,342 shares — an estimated $218K sold.

LaSalle St. Investment Advisors first reported a position in BR in Q1 2025 and held it in 4 quarters. The position peaked at $342K in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LaSalle St. Investment Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 1,342 Broadridge shares in Q2 2026, an estimated $218K.
  • LaSalle St. Investment Advisors first reported a position in Broadridge in Q1 2025 and held it in 4 quarters.
  • LaSalle St. Investment Advisors's Broadridge position peaked at $342K in Q1 2025.
  • 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.