Lido Advisors
BR icon

Lido Advisors’s Broadridge BR Stock Holding History

Lido 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
Q1 		– Sell
-900
Closed -$201K – 1969
2025
Q4 		$201K Hold
900
– – ﹤0.01% 1775
2025
Q3 		$214K Sell
900
-100
-10% -$24.9K ﹤0.01% 1650
2025
Q2 		$243K Buy
+1,000
New +$238K ﹤0.01% 1430
2025
Q1 		– Sell
-1,100
Closed -$249K – 1530
2024
Q4 		$249K Hold
1,100
– – ﹤0.01% 1298
2024
Q3 		$237K Hold
1,100
– – ﹤0.01% 1260
2024
Q2 		$217K Hold
1,100
– – ﹤0.01% 1261
2024
Q1 		$225K Hold
1,100
– – ﹤0.01% 1221
2023
Q4 		$226K Buy
+1,100
New +$203K ﹤0.01% 1159

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.