Lloyd Advisory Services’s Broadridge BR Stock Holding History

Lloyd Advisory Services’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	$13.4K	Buy	98 +64	+188%	+$9.67K	0.01%	351
2026 Q1	$5.52K	Buy	+34	New	+$6.46K	﹤0.01%	545

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Lloyd Advisory Services's BR Position: Q2 2026 in Review

Lloyd Advisory Services increased its Broadridge (BR) stake by 188% in Q2 2026, buying an estimated $9.67K and bringing the position to 98 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #351.

Lloyd Advisory Services first reported a position in BR in Q1 2026 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Lloyd Advisory Services held 98 shares of Broadridge worth $13.4K as of Q2 2026.
Lloyd Advisory Services bought 64 Broadridge shares in Q2 2026, an estimated $9.67K.
Broadridge made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #351 holding.
Lloyd Advisory Services first reported a position in Broadridge in Q1 2026 and has held it in 2 quarters since.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.