LGT Group Foundation’s Broadridge BR Stock Holding History

LGT Group Foundation’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 Q1	–	Sell	-939	Closed	-$212K	–	287
2025 Q4	$212K	Buy	+939	New	+$214K	﹤0.01%	283
2023 Q4	–	Sell	-1,702	Closed	-$301K	–	256
2023 Q3	$301K	Buy	+1,702	New	+$301K	0.01%	230

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Group Foundation's BR Position: Q1 2026 in Review

LGT Group Foundation sold out of Broadridge (BR) in Q1 2026, closing a stake of 939 shares — an estimated $212K sold.

LGT Group Foundation first reported a position in BR in Q3 2023 and held it in 2 quarters. The position peaked at $301K in Q3 2023. 1,059 funds tracked by Wall St. Rank hold BR as of Q1 2026.

LGT Group Foundation reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
LGT Group Foundation sold 939 Broadridge shares in Q1 2026, an estimated $212K.
LGT Group Foundation first reported a position in Broadridge in Q3 2023 and held it in 2 quarters.
LGT Group Foundation's Broadridge position peaked at $301K in Q3 2023.
1,059 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.