Level Four Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Other funds holding BR
JT
Level Four Advisory Services's BR Position: Q2 2026 in Review
Level Four Advisory Services increased its Broadridge (BR) stake by 3.8% in Q2 2026, buying an estimated $189K and bringing the position to 34,441 shares worth $4.72M. The position accounts for 0.13% of the portfolio, ranked #187.
Level Four Advisory Services first reported a position in BR in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.77M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Level Four Advisory Services held 34,441 shares of Broadridge worth $4.72M as of Q2 2026.
- Level Four Advisory Services bought 1,251 Broadridge shares in Q2 2026, an estimated $189K.
- Broadridge made up 0.13% of Level Four Advisory Services's portfolio in Q2 2026, its #187 holding.
- Level Four Advisory Services first reported a position in Broadridge in Q2 2024 and has held it in 9 quarters since.
- Level Four Advisory Services's Broadridge position peaked at $5.77M in Q2 2025.
- 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.