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LGT Financial Advisors’s Broadridge BR Stock Holding History

LGT Financial Advisors’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 		– Sell
-22
Closed -$3.63K – 226
2026
Q1 		$3.63K Hold
22
– – 0.02% 213
2025
Q4 		$4.97K Hold
22
– – 0.03% 209
2025
Q3 		$5.28K Hold
22
– – 0.01% 304
2025
Q2 		$5.37K Hold
22
– – 0.01% 290
2025
Q1 		$5.33K Sell
22
-209
-90% -$49.2K 0.02% 219
2024
Q4 		$52.2K Hold
231
– – 0.12% 141
2024
Q3 		$49.6K Sell
231
-122
-35% -$25.5K 0.12% 116
2024
Q2 		$69.5K Sell
353
-404
-53% -$80.1K 0.15% 120
2024
Q1 		$155K Sell
757
-604
-44% -$122K 0.18% 135
2023
Q4 		$280K Buy
1,361
+38
+3% +$7.01K 0.34% 63
2023
Q3 		$237K Sell
1,323
-88
-6% -$15.6K 0.3% 69
2023
Q2 		$234K Sell
1,411
-83
-6% -$12.6K 0.25% 102
2023
Q1 		$219K Buy
+1,494
New +$214K 0.41% 78

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

LGT Financial Advisors's BR Position: Q2 2026 in Review

LGT Financial Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 22 shares — an estimated $3.63K sold.

LGT Financial Advisors first reported a position in BR in Q1 2023 and held it in 13 quarters. The position peaked at $280K in Q4 2023. 398 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LGT Financial Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 22 Broadridge shares in Q2 2026, an estimated $3.63K.
  • LGT Financial Advisors first reported a position in Broadridge in Q1 2023 and held it in 13 quarters.
  • LGT Financial Advisors's Broadridge position peaked at $280K in Q4 2023.
  • 398 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.