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Lindbrook Capital’s Broadridge BR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$105K Buy
434
+8
+2% +$1.88K 0.01% 658
2024
Q4 		$96.3K Buy
426
+9
+2% +$2.02K 0.01% 570
2024
Q3 		$89.7K Buy
417
+19
+5% +$3.97K 0.01% 593
2024
Q2 		$78.4K Buy
398
+33
+9% +$6.55K 0.01% 620
2024
Q1 		$74.8K Buy
365
+3
+0.8% +$605 0.01% 635
2023
Q4 		$74.5K Buy
362
+74
+26% +$13.7K 0.01% 612
2023
Q3 		$51.6K Buy
288
+16
+6% +$2.83K 0.01% 676
2023
Q2 		$45.1K Buy
272
+22
+9% +$3.33K ﹤0.01% 751
2023
Q1 		$36.6K Sell
250
-4
-2% -$572 ﹤0.01% 818
2022
Q4 		$34.1K Sell
254
-142
-36% -$20.2K ﹤0.01% 828
2022
Q3 		$57K Buy
396
+189
+91% +$30.7K 0.01% 603
2022
Q2 		$30K Sell
207
-12
-5% -$1.74K 0.01% 821
2022
Q1 		$34K Buy
219
+15
+7% +$2.3K 0.01% 813
2021
Q4 		$37K Hold
204
– – 0.01% 815
2021
Q3 		$34K Hold
204
– – 0.01% 553
2021
Q2 		$33K Hold
204
– – 0.01% 601
2021
Q1 		$31K Hold
204
– – 0.01% 588
2020
Q4 		$31K Buy
204
+4
+2% +$580 0.01% 546
2020
Q3 		$26K Sell
200
-7
-3% -$936 0.01% 534
2020
Q2 		$26K Sell
207
-200
-49% -$23.2K 0.01% 528
2020
Q1 		$39K Sell
407
-484
-54% -$55.2K 0.01% 378
2019
Q4 		$110K Sell
891
-132
-13% -$16.1K 0.04% 226
2019
Q3 		$127K Buy
1,023
+16
+2% +$2.06K 0.05% 192
2019
Q2 		$128K Hold
1,007
– – 0.05% 190
2019
Q1 		$104K Hold
1,007
– – 0.04% 216
2018
Q4 		$96K Buy
+1,007
New +$109K 0.05% 202

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Lindbrook Capital's BR Position: Q1 2025 in Review

Lindbrook Capital increased its Broadridge (BR) stake by 1.9% in Q1 2025, buying an estimated $1.88K and bringing the position to 434 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #658.

Lindbrook Capital first reported a position in BR in Q4 2018 and has held it in 26 quarters since. The position peaked at $128K in Q2 2019. 1,108 funds tracked by Wall St. Rank hold BR as of Q1 2025.

  • Lindbrook Capital held 434 shares of Broadridge worth $105K as of Q1 2025.
  • Lindbrook Capital bought 8 Broadridge shares in Q1 2025, an estimated $1.88K.
  • Broadridge made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #658 holding.
  • Lindbrook Capital first reported a position in Broadridge in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Broadridge position peaked at $128K in Q2 2019.
  • 1,108 funds tracked by Wall St. Rank held Broadridge as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.