LPL Financial’s Broadridge BR Stock Holding History

LPL Financial’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	$575K	Hold	4,200	–	–	﹤0.01%	4905
2026 Q1	$682K	Buy	+4,200	New	+$798K	﹤0.01%	4495

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

LPL Financial's BR Position: Q2 2026 in Review

LPL Financial reduced its Broadridge (BR) stake by 2.4% in Q2 2026, selling an estimated $1.28M and leaving 344,470 shares worth $47.2M. The position accounts for 0.01% of the portfolio, ranked #1033.

LPL Financial first reported a position in BR in Q2 2013 and has held it in 49 quarters since. The position peaked at $76.5M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

LPL Financial held 344,470 shares of Broadridge worth $47.2M as of Q2 2026.
LPL Financial sold 8,499 Broadridge shares in Q2 2026, an estimated $1.28M.
Broadridge made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1033 holding.
LPL Financial first reported a position in Broadridge in Q2 2013 and has held it in 49 quarters since.
LPL Financial's Broadridge position peaked at $76.5M in Q3 2025.
1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.