Lowe Wealth Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Hold |
491
| – | – | 0.04% | 86 |
|
|
2025
Q2 | $119K | Hold |
491
| – | – | 0.05% | 81 |
|
|
2025
Q1 | $119K | Hold |
491
| – | – | 0.05% | 77 |
|
|
2024
Q4 | $111K | Hold |
491
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $106K | Hold |
491
| – | – | 0.05% | 75 |
|
|
2024
Q2 | $96.7K | Hold |
491
| – | – | 0.04% | 77 |
|
|
2024
Q1 | $101K | Hold |
491
| – | – | 0.05% | 79 |
|
|
2023
Q4 | $101K | Hold |
491
| – | – | 0.05% | 78 |
|
|
2023
Q3 | $87.9K | Hold |
491
| – | – | 0.05% | 79 |
|
|
2023
Q2 | $81.3K | Hold |
491
| – | – | 0.04% | 87 |
|
|
2023
Q1 | $72K | Hold |
491
| – | – | 0.04% | 86 |
|
|
2022
Q4 | $65.9K | Hold |
491
| – | – | 0.04% | 88 |
|
|
2022
Q3 | $71K | Hold |
491
| – | – | 0.04% | 81 |
|
|
2022
Q2 | $70K | Hold |
491
| – | – | 0.04% | 75 |
|
|
2022
Q1 | $76K | Hold |
491
| – | – | 0.03% | 82 |
|
|
2021
Q4 | $90K | Hold |
491
| – | – | 0.04% | 74 |
|
|
2021
Q3 | $82K | Hold |
491
| – | – | 0.04% | 71 |
|
|
2021
Q2 | $79K | Hold |
491
| – | – | 0.04% | 71 |
|
|
2021
Q1 | $75K | Hold |
491
| – | – | 0.04% | 69 |
|
|
2020
Q4 | $75K | Hold |
491
| – | – | 0.04% | 63 |
|
|
2020
Q3 | $65K | Hold |
491
| – | – | 0.04% | 60 |
|
|
2020
Q2 | $62K | Hold |
491
| – | – | 0.04% | 57 |
|
|
2020
Q1 | $47K | Hold |
491
| – | – | 0.03% | 63 |
|
|
2019
Q4 | $61K | Hold |
491
| – | – | 0.03% | 56 |
|
|
2019
Q3 | $61K | Hold |
491
| – | – | 0.04% | 53 |
|
|
2019
Q2 | $63K | Hold |
491
| – | – | 0.04% | 50 |
|
|
2019
Q1 | $50K | Hold |
491
| – | – | 0.03% | 60 |
|
|
2018
Q4 | $47K | Hold |
491
| – | – | 0.03% | 57 |
|
|
2018
Q3 | $65K | Hold |
491
| – | – | 0.04% | 52 |
|
|
2018
Q2 | $57K | Hold |
491
| – | – | 0.04% | 57 |
|
|
2018
Q1 | $54K | Hold |
491
| – | – | 0.03% | 60 |
|
|
2017
Q4 | $44K | Hold |
491
| – | – | 0.03% | 73 |
|
|
2017
Q3 | $40K | Hold |
491
| – | – | 0.03% | 71 |
|
|
2017
Q2 | $37K | Hold |
491
| – | – | 0.02% | 69 |
|
|
2017
Q1 | $33K | Hold |
491
| – | – | 0.02% | 72 |
|
|
2016
Q4 | $33K | Buy |
+491
| New | +$31.9K | 0.02% | 70 |
|
Other funds holding BR
Lowe Wealth Advisors's BR Position: Q3 2025 in Review
Lowe Wealth Advisors held its Broadridge (BR) position steady in Q3 2025 at 491 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #86.
Lowe Wealth Advisors first reported a position in BR in Q4 2016 and has held it in 36 quarters since. The position peaked at $119K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold BR as of Q3 2025.
- Lowe Wealth Advisors held 491 shares of Broadridge worth $117K as of Q3 2025.
- Lowe Wealth Advisors left its Broadridge share count unchanged in Q3 2025.
- Broadridge made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #86 holding.
- Lowe Wealth Advisors first reported a position in Broadridge in Q4 2016 and has held it in 36 quarters since.
- Lowe Wealth Advisors's Broadridge position peaked at $119K in Q2 2025.
- 1,105 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.