LAM
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Longboard Asset Management’s Broadridge BR Stock Holding History

Longboard Asset 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
2025
Q4 		– Sell
-1,022
Closed -$243K – 96
2025
Q3 		$243K Hold
1,022
– – 0.39% 91
2025
Q2 		$248K Hold
1,022
– – 0.62% 59
2025
Q1 		$248K Hold
1,022
– – 0.73% 37
2024
Q4 		$231K Buy
+1,022
New +$229K 0.61% 53

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $149B AUM 24.71% 1-Year Est. Return

Longboard Asset Management's BR Position: Q4 2025 in Review

Longboard Asset Management sold out of Broadridge (BR) in Q4 2025, closing a stake of 1,022 shares — an estimated $243K sold.

Longboard Asset Management first reported a position in BR in Q4 2024 and held it in 4 quarters. The position peaked at $248K in Q2 2025. 1,132 funds tracked by Wall St. Rank hold BR as of Q4 2025.

  • Longboard Asset Management reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 1,022 Broadridge shares in Q4 2025, an estimated $243K.
  • Longboard Asset Management first reported a position in Broadridge in Q4 2024 and held it in 4 quarters.
  • Longboard Asset Management's Broadridge position peaked at $248K in Q2 2025.
  • 1,132 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.