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 Q1	$682K	Buy	+4,200	New	+$798K	﹤0.01%	4495

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's BR Position: Q1 2026 in Review

LPL Financial increased its Broadridge (BR) stake by 5.4% in Q1 2026, buying an estimated $3.43M and bringing the position to 352,969 shares worth $57.4M. The position accounts for 0.02% of the portfolio, ranked #851.

LPL Financial first reported a position in BR in Q2 2013 and has held it in 48 quarters since. The position peaked at $76.5M in Q3 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

LPL Financial held 352,969 shares of Broadridge worth $57.4M as of Q1 2026.
LPL Financial bought 18,030 Broadridge shares in Q1 2026, an estimated $3.43M.
Broadridge made up 0.02% of LPL Financial's portfolio in Q1 2026, its #851 holding.
LPL Financial first reported a position in Broadridge in Q2 2013 and has held it in 48 quarters since.
LPL Financial's Broadridge position peaked at $76.5M in Q3 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.