Lee Financial
BR icon

Lee Financial’s Broadridge BR Stock Holding History

Lee Financial’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 		$849K Sell
5,262
-63
-1% -$10.3K 0.11% 85
2026
Q2 		$730K Sell
5,325
-3,288
-38% -$497K 0.09% 96
2026
Q1 		$1.4M Buy
8,613
+1,167
+16% +$222K 0.2% 54
2025
Q4 		$1.66M Sell
7,446
-896
-11% -$204K 0.22% 46
2025
Q3 		$1.99M Sell
8,342
-64
-0.8% -$15.9K 0.25% 41
2025
Q2 		$2.04M Buy
8,406
+790
+10% +$188K 0.29% 34
2025
Q1 		$1.85M Sell
7,616
-819
-10% -$193K 0.28% 36
2024
Q4 		$1.91M Sell
8,435
-125
-1% -$28K 0.27% 37
2024
Q3 		$1.84M Buy
8,560
+760
+10% +$159K 0.26% 41
2024
Q2 		$1.54M Sell
7,800
-377
-5% -$74.8K 0.25% 40
2024
Q1 		$1.68M Buy
8,177
+123
+2% +$24.8K 0.28% 35
2023
Q4 		$1.66M Sell
8,054
-5
-0.1% -$922 0.29% 32
2023
Q3 		$1.44M Sell
8,059
-2,100
-21% -$372K 0.27% 39
2023
Q2 		$1.68M Hold
10,159
– – 0.29% 36
2023
Q1 		$1.49M Sell
10,159
-1,526
-13% -$218K 0.26% 50
2022
Q4 		$1.57M Buy
11,685
+95
+0.8% +$13.5K 0.27% 49
2022
Q3 		$1.67M Buy
11,590
+21
+0.2% +$3.41K 0.31% 45
2022
Q2 		$1.65M Buy
11,569
+155
+1% +$22.5K 0.3% 45
2022
Q1 		$1.78M Buy
11,414
+60
+0.5% +$9.21K 0.32% 42
2021
Q4 		$2.08M Sell
11,354
-30
-0.3% -$5.27K 0.39% 33
2021
Q3 		$1.9M Buy
11,384
+11
+0.1% +$1.87K 0.39% 33
2021
Q2 		$1.84M Sell
11,373
-88
-0.8% -$14.1K 0.39% 35
2021
Q1 		$1.76M Sell
11,461
-414
-3% -$61.1K 0.42% 36
2020
Q4 		$1.82M Buy
11,875
+40
+0.3% +$5.8K 0.47% 32
2020
Q3 		$1.56M Sell
11,835
-28
-0.2% -$3.74K 0.44% 40
2020
Q2 		$1.5M Sell
11,863
-169
-1% -$19.6K 0.42% 40
2020
Q1 		$1.14M Buy
12,032
+3,579
+42% +$408K 0.38% 42
2019
Q4 		$1.04M Buy
8,453
+70
+0.8% +$8.56K 0.23% 63
2019
Q3 		$1.04M Hold
8,383
– – 0.23% 61
2019
Q2 		$1.07M Sell
8,383
-5
-0.1% -$602 0.24% 59
2019
Q1 		$870K Buy
+8,388
New +$841K 0.2% 67

Other funds holding BR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Lee Financial's BR Position: Q3 2026 in Review

Lee Financial reduced its Broadridge (BR) stake by 1.2% in Q3 2026, selling an estimated $10.3K and leaving 5,262 shares worth $849K. The position accounts for 0.11% of the portfolio, ranked #85.

Lee Financial first reported a position in BR in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2021. 599 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Lee Financial held 5,262 shares of Broadridge worth $849K as of Q3 2026.
  • Lee Financial sold 63 Broadridge shares in Q3 2026, an estimated $10.3K.
  • Broadridge made up 0.11% of Lee Financial's portfolio in Q3 2026, its #85 holding.
  • Lee Financial first reported a position in Broadridge in Q1 2019 and has held it in 31 quarters since.
  • Lee Financial's Broadridge position peaked at $2.08M in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.