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LifeSteps Financial’s Broadridge BR Stock Holding History

LifeSteps Financial’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 		$21.2K Buy
+155
New +$23.4K 0.01% 302
2024
Q2 		– Sell
-155
Closed -$31.8K – 125
2024
Q1 		$31.8K Buy
+155
New +$31.3K 0.02% 187

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's BR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Broadridge (BR) in Q2 2026: 155 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BR as recently as Q1 2024.

LifeSteps Financial first reported a position in BR in Q1 2024 and has held it in 2 quarters since. The position peaked at $31.8K in Q1 2024. 177 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LifeSteps Financial held 155 shares of Broadridge worth $21.2K as of Q2 2026.
  • Broadridge was a new LifeSteps Financial position in Q2 2026.
  • Broadridge made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #302 holding.
  • LifeSteps Financial first reported a position in Broadridge in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Broadridge position peaked at $31.8K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.