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LMR Partners’s Broadridge BR Stock Holding History

LMR Partners’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 		$824K Buy
+6,018
New +$909K ﹤0.01% 1092
2025
Q3 		– Sell
-1,142
Closed -$278K – 1454
2025
Q2 		$278K Buy
1,142
+101
+10% +$24K ﹤0.01% 1061
2025
Q1 		$252K Buy
+1,041
New +$245K ﹤0.01% 1025
2016
Q2 		– Sell
-77,674
Closed -$4.61M – 482
2016
Q1 		$4.61M Buy
77,674
+70,600
+998% +$3.85M 0.5% 27
2015
Q4 		$380K Sell
7,074
-78,240
-92% -$4.39M 0.12% 149
2015
Q3 		$4.72M Buy
+85,314
New +$4.58M 0.52% 46

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

LMR Partners's BR Position: Q2 2026 in Review

LMR Partners opened a new position in Broadridge (BR) in Q2 2026: 6,018 shares worth $824K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: LMR Partners previously reported a position in BR as recently as Q2 2025.

LMR Partners first reported a position in BR in Q3 2015 and has held it in 6 quarters since. The position peaked at $4.72M in Q3 2015. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LMR Partners held 6,018 shares of Broadridge worth $824K as of Q2 2026.
  • Broadridge was a new LMR Partners position in Q2 2026.
  • Broadridge made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1092 holding.
  • LMR Partners first reported a position in Broadridge in Q3 2015 and has held it in 6 quarters since.
  • LMR Partners's Broadridge position peaked at $4.72M in Q3 2015.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.