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LECAP Asset Management’s Broadridge BR Stock Holding History

LECAP Asset Management’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 		$615K Buy
+4,491
New +$678K 0.26% 156
2025
Q4 		– Sell
-11,357
Closed -$2.7M – 292
2025
Q3 		$2.7M Buy
+11,357
New +$2.83M 0.94% 11
2025
Q2 		– Sell
-6,355
Closed -$1.54M – 297
2025
Q1 		$1.54M Buy
+6,355
New +$1.5M 0.36% 123
2024
Q4 		– Sell
-4,592
Closed -$987K – 297
2024
Q3 		$987K Buy
+4,592
New +$960K 0.21% 177

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

LECAP Asset Management's BR Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Broadridge (BR) in Q2 2026: 4,491 shares worth $615K. The stake represents 0.26% of the portfolio and ranks #156 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in BR as recently as Q3 2025.

LECAP Asset Management first reported a position in BR in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.7M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LECAP Asset Management held 4,491 shares of Broadridge worth $615K as of Q2 2026.
  • Broadridge was a new LECAP Asset Management position in Q2 2026.
  • Broadridge made up 0.26% of LECAP Asset Management's portfolio in Q2 2026, its #156 holding.
  • LECAP Asset Management first reported a position in Broadridge in Q3 2024 and has held it in 4 quarters since.
  • LECAP Asset Management's Broadridge position peaked at $2.7M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.