Level Four Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Other funds holding BR
VCM
VPM
Level Four Advisory Services's BR Position: Q1 2026 in Review
Level Four Advisory Services increased its Broadridge (BR) stake by 35% in Q1 2026, buying an estimated $1.65M and bringing the position to 33,190 shares worth $5.39M. The position accounts for 0.18% of the portfolio, ranked #164.
Level Four Advisory Services first reported a position in BR in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.77M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Level Four Advisory Services held 33,190 shares of Broadridge worth $5.39M as of Q1 2026.
- Level Four Advisory Services bought 8,683 Broadridge shares in Q1 2026, an estimated $1.65M.
- Broadridge made up 0.18% of Level Four Advisory Services's portfolio in Q1 2026, its #164 holding.
- Level Four Advisory Services first reported a position in Broadridge in Q2 2024 and has held it in 8 quarters since.
- Level Four Advisory Services's Broadridge position peaked at $5.77M in Q2 2025.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.