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
Q2 		$123K Buy
+900
New +$136K ﹤0.01% 2020
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Lido Advisors's BR Position: Q2 2026 in Review

Lido Advisors reduced its Broadridge (BR) stake by 28% in Q2 2026, selling an estimated $410K and leaving 6,838 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Lido Advisors first reported a position in BR in Q1 2017 and has held it in 34 quarters since. The position peaked at $6.22M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lido Advisors held 6,838 shares of Broadridge worth $943K as of Q2 2026.
  • Lido Advisors sold 2,718 Broadridge shares in Q2 2026, an estimated $410K.
  • Broadridge made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1124 holding.
  • Lido Advisors first reported a position in Broadridge in Q1 2017 and has held it in 34 quarters since.
  • Lido Advisors's Broadridge position peaked at $6.22M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.