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Lugano Financial Advisors SA (LFA)’s Broadridge BR Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$81.3K Hold
594
– – 0.05% 130
2026
Q1 		$96.5K Hold
594
– – 0.05% 114
2025
Q4 		$133K Buy
+594
New +$135K 0.07% 104

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Lugano Financial Advisors SA (LFA)'s BR Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Broadridge (BR) position steady in Q2 2026 at 594 shares worth $81.3K. The position accounts for 0.05% of the portfolio, ranked #130.

Lugano Financial Advisors SA (LFA) first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $133K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 594 shares of Broadridge worth $81.3K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #130 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Broadridge position peaked at $133K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.