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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
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 		$1.75M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's BR Position: Q1 2026 in Review

Lee Financial increased its Broadridge (BR) stake by 16% in Q1 2026, buying an estimated $222K and bringing the position to 8,613 shares worth $1.4M. The position accounts for 0.2% of the portfolio, ranked #54.

Lee Financial first reported a position in BR in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.08M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Lee Financial held 8,613 shares of Broadridge worth $1.4M as of Q1 2026.
  • Lee Financial bought 1,167 Broadridge shares in Q1 2026, an estimated $222K.
  • Broadridge made up 0.2% of Lee Financial's portfolio in Q1 2026, its #54 holding.
  • Lee Financial first reported a position in Broadridge in Q1 2019 and has held it in 29 quarters since.
  • Lee Financial's Broadridge position peaked at $2.08M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.