LFASL
BR icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s BR Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Broadridge (BR) position steady in Q1 2026 at 594 shares worth $96.5K. The position accounts for 0.05% of the portfolio, ranked #114.

Lugano Financial Advisors SA (LFA) first reported a position in BR in Q4 2025 and has held it in 2 quarters since. The position peaked at $133K in Q4 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 594 shares of Broadridge worth $96.5K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #114 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Broadridge position peaked at $133K in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.