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Lord & Richards Wealth Management’s Broadridge BR Stock Holding History

Lord & Richards 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 		– Sell
-3,798
Closed -$617K – 51
2026
Q1 		$617K Buy
3,798
+45
+1% +$8.55K 0.54% 38
2025
Q4 		$837K Sell
3,753
-2,434
-39% -$555K 0.72% 33
2025
Q3 		$1.47M Buy
6,187
+683
+12% +$170K 1.35% 27
2025
Q2 		$1.34M Buy
5,504
+506
+10% +$120K 1.4% 22
2025
Q1 		$1.21M Buy
4,998
+2,615
+110% +$615K 1.37% 23
2024
Q4 		$539K Buy
+2,383
New +$534K 1.14% 30

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Lord & Richards Wealth Management's BR Position: Q2 2026 in Review

Lord & Richards Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 3,798 shares — an estimated $617K sold.

Lord & Richards Wealth Management first reported a position in BR in Q4 2024 and held it in 6 quarters. The position peaked at $1.47M in Q3 2025. 209 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lord & Richards Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 3,798 Broadridge shares in Q2 2026, an estimated $617K.
  • Lord & Richards Wealth Management first reported a position in Broadridge in Q4 2024 and held it in 6 quarters.
  • Lord & Richards Wealth Management's Broadridge position peaked at $1.47M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.