LFP
BR icon

Leeward Financial Partners’s Broadridge BR Stock Holding History

Leeward Financial Partners’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 		$274K Hold
2,000
– – 0.07% 95
2026
Q1 		$325K Hold
2,000
– – 0.1% 79
2025
Q4 		$446K Hold
2,000
– – 0.13% 69
2025
Q3 		$476K Hold
2,000
– – 0.14% 66
2025
Q2 		$486K Buy
+2,000
New +$475K 0.15% 64

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

Leeward Financial Partners's BR Position: Q2 2026 in Review

Leeward Financial Partners held its Broadridge (BR) position steady in Q2 2026 at 2,000 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #95.

Leeward Financial Partners first reported a position in BR in Q2 2025 and has held it in 5 quarters since. The position peaked at $486K in Q2 2025. 1,008 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Leeward Financial Partners held 2,000 shares of Broadridge worth $274K as of Q2 2026.
  • Leeward Financial Partners left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.07% of Leeward Financial Partners's portfolio in Q2 2026, its #95 holding.
  • Leeward Financial Partners first reported a position in Broadridge in Q2 2025 and has held it in 5 quarters since.
  • Leeward Financial Partners's Broadridge position peaked at $486K in Q2 2025.
  • 1,008 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.