LWM
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Lodestone Wealth Management’s Broadridge BR Stock Holding History

Lodestone Wealth Management’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 		$26.6K Sell
194
-11
-5% -$1.66K 0.01% 381
2026
Q1 		$33.3K Buy
205
+31
+18% +$5.89K 0.01% 339
2025
Q4 		$38.8K Buy
+174
New +$39.7K 0.02% 313

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

Lodestone Wealth Management's BR Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Broadridge (BR) stake by 5.4% in Q2 2026, selling an estimated $1.66K and leaving 194 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #381.

Lodestone Wealth Management first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.8K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lodestone Wealth Management held 194 shares of Broadridge worth $26.6K as of Q2 2026.
  • Lodestone Wealth Management sold 11 Broadridge shares in Q2 2026, an estimated $1.66K.
  • Broadridge made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Lodestone Wealth Management first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Broadridge position peaked at $38.8K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.