Layline Advisors’s Broadridge BR Stock Holding History

Layline 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 Q3	$204K	Buy	+1,264	New	+$207K	0.18%	70

Other funds holding BR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Layline Advisors's BR Position: Q3 2026 in Review

Layline Advisors opened a new position in Broadridge (BR) in Q3 2026: 1,264 shares worth $204K. The stake represents 0.18% of the portfolio and ranks #70 among its holdings.

780 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Layline Advisors held 1,264 shares of Broadridge worth $204K as of Q3 2026.
Broadridge was a new Layline Advisors position in Q3 2026.
Broadridge made up 0.18% of Layline Advisors's portfolio in Q3 2026, its #70 holding.
780 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Layline Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.