Lido Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
9,556
-16,502
| -63% | -$3.14M | ﹤0.01% | 783 |
|
|
2025
Q4 | $6.05M | Buy |
26,058
+30
| +0.1% | +$6.84K | 0.02% | 411 |
|
|
2025
Q3 | $6.22M | Buy |
26,028
+10,418
| +67% | +$2.59M | 0.02% | 392 |
|
|
2025
Q2 | $3.8M | Buy |
15,610
+2,630
| +20% | +$625K | 0.01% | 432 |
|
|
2025
Q1 | $3.15M | Buy |
12,980
+4,722
| +57% | +$1.11M | 0.01% | 433 |
|
|
2024
Q4 | $1.87M | Buy |
8,258
+2,726
| +49% | +$611K | 0.01% | 535 |
|
|
2024
Q3 | $1.19M | Buy |
5,532
+92
| +2% | +$19.2K | 0.01% | 637 |
|
|
2024
Q2 | $1.08M | Sell |
5,440
-302
| -5% | -$59.9K | 0.01% | 638 |
|
|
2024
Q1 | $1.18M | Buy |
5,742
+103
| +2% | +$20.8K | 0.01% | 585 |
|
|
2023
Q4 | $1.16M | Sell |
5,639
-152
| -3% | -$28K | 0.01% | 559 |
|
|
2023
Q3 | $1.04M | Buy |
5,791
+2,956
| +104% | +$524K | 0.01% | 530 |
|
|
2023
Q2 | $470K | Buy |
2,835
+296
| +12% | +$44.8K | ﹤0.01% | 766 |
|
|
2023
Q1 | $372K | Buy |
2,539
+634
| +33% | +$90.7K | ﹤0.01% | 801 |
|
|
2022
Q4 | $256K | Sell |
1,905
-132
| -6% | -$18.8K | ﹤0.01% | 840 |
|
|
2022
Q3 | $294K | Buy |
2,037
+82
| +4% | +$13.3K | ﹤0.01% | 756 |
|
|
2022
Q2 | $278K | Sell |
1,955
-33
| -2% | -$4.79K | ﹤0.01% | 771 |
|
|
2022
Q1 | $309K | Sell |
1,988
-354
| -15% | -$54.3K | ﹤0.01% | 806 |
|
|
2021
Q4 | $428K | Buy |
2,342
+345
| +17% | +$60.6K | ﹤0.01% | 668 |
|
|
2021
Q3 | $332K | Buy |
1,997
+16
| +0.8% | +$2.73K | ﹤0.01% | 721 |
|
|
2021
Q2 | $321K | Buy |
1,981
+220
| +12% | +$35.2K | ﹤0.01% | 695 |
|
|
2021
Q1 | $271K | Buy |
1,761
+409
| +30% | +$60.4K | ﹤0.01% | 697 |
|
|
2020
Q4 | $207K | Buy |
+1,352
| New | +$196K | ﹤0.01% | 758 |
|
|
2020
Q2 | – | Sell |
-9,302
| Closed | -$887K | – | 609 |
|
|
2020
Q1 | $887K | Sell |
9,302
-334
| -3% | -$38.1K | 0.04% | 246 |
|
|
2019
Q4 | $1.2M | Buy |
9,636
+2,323
| +32% | +$284K | 0.05% | 235 |
|
|
2019
Q3 | $914K | Buy |
7,313
+540
| +8% | +$69.5K | 0.05% | 235 |
|
|
2019
Q2 | $868K | Buy |
6,773
+605
| +10% | +$72.9K | 0.05% | 213 |
|
|
2019
Q1 | $641K | Buy |
6,168
+1,788
| +41% | +$179K | 0.04% | 248 |
|
|
2018
Q4 | $423K | Sell |
4,380
-2,755
| -39% | -$298K | 0.04% | 253 |
|
|
2018
Q3 | $944K | Sell |
7,135
-70
| -1% | -$8.88K | 0.09% | 132 |
|
|
2018
Q2 | $829K | Buy |
7,205
+793
| +12% | +$89.5K | 0.1% | 134 |
|
|
2018
Q1 | $703K | Buy |
+6,412
| New | +$637K | 0.1% | 139 |
|
|
2017
Q3 | – | Sell |
-3,915
| Closed | -$296K | – | 292 |
|
|
2017
Q2 | $296K | Buy |
3,915
+757
| +24% | +$54.6K | 0.06% | 173 |
|
|
2017
Q1 | $216K | Buy |
+3,158
| New | +$214K | 0.06% | 206 |
|
Other funds holding BR
VCM
VPM
Lido Advisors's BR Position: Q1 2026 in Review
Lido Advisors reduced its Broadridge (BR) stake by 63% in Q1 2026, selling an estimated $3.14M and leaving 9,556 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #783.
Lido Advisors first reported a position in BR in Q1 2017 and has held it in 33 quarters since. The position peaked at $6.22M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.
- Lido Advisors held 9,556 shares of Broadridge worth $1.56M as of Q1 2026.
- Lido Advisors sold 16,502 Broadridge shares in Q1 2026, an estimated $3.14M.
- Broadridge made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #783 holding.
- Lido Advisors first reported a position in Broadridge in Q1 2017 and has held it in 33 quarters since.
- Lido Advisors's Broadridge position peaked at $6.22M in Q3 2025.
- 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.