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LRI Investments’s Broadridge BR Stock Holding History

LRI Investments’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 		$22.9K Buy
167
+151
+944% +$22.8K ﹤0.01% 726
2026
Q1 		$2.6K Hold
16
– – ﹤0.01% 1226
2025
Q4 		$3.57K Hold
16
– – ﹤0.01% 1104
2025
Q3 		$3.81K Hold
16
– – ﹤0.01% 1098
2025
Q2 		$3.89K Hold
16
– – ﹤0.01% 1076
2025
Q1 		$3.88K Hold
16
– – ﹤0.01% 1004
2024
Q4 		$3.62K Hold
16
– – ﹤0.01% 991
2024
Q3 		$3.64K Sell
16
-32
-67% -$6.69K ﹤0.01% 991
2024
Q2 		$9.46K Hold
48
– – ﹤0.01% 763
2024
Q1 		$9.83K Buy
+48
New +$9.68K ﹤0.01% 511

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LRI Investments's BR Position: Q2 2026 in Review

LRI Investments increased its Broadridge (BR) stake by 944% in Q2 2026, buying an estimated $22.8K and bringing the position to 167 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

LRI Investments first reported a position in BR in Q1 2024 and has held it in 10 quarters since. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LRI Investments held 167 shares of Broadridge worth $22.9K as of Q2 2026.
  • LRI Investments bought 151 Broadridge shares in Q2 2026, an estimated $22.8K.
  • Broadridge made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #726 holding.
  • LRI Investments first reported a position in Broadridge in Q1 2024 and has held it in 10 quarters since.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.