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LBP AM’s Broadridge BR Stock Holding History

LBP AM’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 		$10.1M Buy
73,475
+13,260
+22% +$2M 0.1% 181
2026
Q1 		$9.78M Sell
60,215
-6,168
-9% -$1.17M 0.13% 156
2025
Q4 		$14.8M Buy
66,383
+21,427
+48% +$4.89M 0.17% 118
2025
Q3 		$10.7M Buy
44,956
+362
+0.8% +$90.2K 0.13% 139
2025
Q2 		$10.8M Buy
+44,594
New +$10.6M 0.15% 122
2024
Q3 		– Sell
-15,597
Closed -$3.07M – 363
2024
Q2 		$3.07M Sell
15,597
-4,629
-23% -$918K 0.13% 134
2024
Q1 		$4.14M Buy
+20,226
New +$4.08M 0.17% 124
2023
Q4 		– Sell
-8,332
Closed -$1.49M – 432
2023
Q3 		$1.49M Buy
8,332
+1,317
+19% +$233K 0.03% 318
2023
Q2 		$1.16M Buy
+7,015
New +$1.06M 0.03% 321

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

LBP AM's BR Position: Q2 2026 in Review

LBP AM increased its Broadridge (BR) stake by 22% in Q2 2026, buying an estimated $2M and bringing the position to 73,475 shares worth $10.1M. The position accounts for 0.1% of the portfolio, ranked #181.

LBP AM first reported a position in BR in Q2 2023 and has held it in 9 quarters since. The position peaked at $14.8M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LBP AM held 73,475 shares of Broadridge worth $10.1M as of Q2 2026.
  • LBP AM bought 13,260 Broadridge shares in Q2 2026, an estimated $2M.
  • Broadridge made up 0.1% of LBP AM's portfolio in Q2 2026, its #181 holding.
  • LBP AM first reported a position in Broadridge in Q2 2023 and has held it in 9 quarters since.
  • LBP AM's Broadridge position peaked at $14.8M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.