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Laurie J. Hall Trustee’s Broadridge BR Stock Holding History

Laurie J. Hall Trustee’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 		$4.71M Buy
34,410
+33,110
+2,547% +$5M 1.47% 23
2026
Q1 		$211K Sell
1,300
-100
-7% -$19K 0.07% 100
2025
Q4 		$312K Sell
1,400
-200
-13% -$45.6K 0.1% 86
2025
Q3 		$381K Sell
1,600
-100
-6% -$24.9K 0.12% 86
2025
Q2 		$413K Hold
1,700
– – 0.14% 87
2025
Q1 		$412K Sell
1,700
-550
-24% -$129K 0.15% 86
2024
Q4 		$509K Hold
2,250
– – 0.17% 84
2024
Q3 		$484K Hold
2,250
– – 0.15% 86
2024
Q2 		$443K Hold
2,250
– – 0.15% 80
2024
Q1 		$461K Hold
2,250
– – 0.16% 77
2023
Q4 		$463K Buy
2,250
+1,200
+114% +$221K 0.18% 74
2023
Q3 		$188K Hold
1,050
– – 0.08% 106
2023
Q2 		$174K Hold
1,050
– – 0.07% 111
2023
Q1 		$154K Hold
1,050
– – 0.07% 117
2022
Q4 		$141K Hold
1,050
– – 0.06% 119
2022
Q3 		$152K Hold
1,050
– – 0.07% 113
2022
Q2 		$150K Hold
1,050
– – 0.07% 118
2022
Q1 		$163K Hold
1,050
– – 0.06% 119
2021
Q4 		$192K Sell
1,050
-200
-16% -$35.2K 0.07% 119
2021
Q3 		$208K Hold
1,250
– – 0.08% 110
2021
Q2 		$202K Hold
1,250
– – 0.08% 112
2021
Q1 		$191K Hold
1,250
– – 0.07% 116
2020
Q4 		$192K Hold
1,250
– – 0.08% 114
2020
Q3 		$165K Buy
+1,250
New +$167K 0.07% 117
2019
Q4 		$154K Hold
1,250
– – 0.07% 119
2019
Q3 		$156K Hold
1,250
– – 0.08% 119
2019
Q2 		$160K Hold
1,250
– – 0.08% 120
2019
Q1 		$130K Hold
1,250
– – 0.07% 129
2018
Q4 		$124K Hold
1,250
– – 0.07% 126
2018
Q3 		$165K Hold
1,250
– – 0.09% 123
2018
Q2 		$144K Hold
1,250
– – 0.08% 128
2018
Q1 		$137K Sell
1,250
-37
-3% -$3.67K 0.08% 123
2017
Q4 		$117K Hold
1,287
– – 0.07% 139
2017
Q3 		$104K Hold
1,287
– – 0.06% 122
2017
Q2 		$97.2K Hold
1,287
– – 0.06% 129
2017
Q1 		$86.1K Hold
1,287
– – 0.05% 132
2016
Q4 		$85K Buy
+1,287
New +$83.7K 0.05% 130
2016
Q2 		$86K Hold
1,287
– – 0.06% 126
2016
Q1 		$77K Hold
1,287
– – 0.05% 133
2015
Q4 		$71K Buy
+1,287
New +$72.2K 0.05% 126

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
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Laurie J. Hall Trustee's BR Position: Q2 2026 in Review

Laurie J. Hall Trustee increased its Broadridge (BR) stake by 2,547% in Q2 2026, buying an estimated $5M and bringing the position to 34,410 shares worth $4.71M. The position accounts for 1.47% of the portfolio, ranked #23.

Laurie J. Hall Trustee first reported a position in BR in Q4 2015 and has held it in 40 quarters since. 132 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Laurie J. Hall Trustee held 34,410 shares of Broadridge worth $4.71M as of Q2 2026.
  • Laurie J. Hall Trustee bought 33,110 Broadridge shares in Q2 2026, an estimated $5M.
  • Broadridge made up 1.47% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #23 holding.
  • Laurie J. Hall Trustee first reported a position in Broadridge in Q4 2015 and has held it in 40 quarters since.
  • 132 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.