Lee Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | $1.75M | 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
JT
Lee Financial's BR Position: Q2 2026 in Review
Lee Financial reduced its Broadridge (BR) stake by 38% in Q2 2026, selling an estimated $497K and leaving 5,325 shares worth $730K. The position accounts for 0.09% of the portfolio, ranked #96.
Lee Financial first reported a position in BR in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.08M in Q4 2021. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Lee Financial held 5,325 shares of Broadridge worth $730K as of Q2 2026.
- Lee Financial sold 3,288 Broadridge shares in Q2 2026, an estimated $497K.
- Broadridge made up 0.09% of Lee Financial's portfolio in Q2 2026, its #96 holding.
- Lee Financial first reported a position in Broadridge in Q1 2019 and has held it in 30 quarters since.
- Lee Financial's Broadridge position peaked at $2.08M in Q4 2021.
- 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.