Luther King Capital Management (LKCM)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.91M | Sell |
50,491
-7,090
| -12% | -$1.07M | 0.03% | 223 |
|
|
2026
Q1 | $9.36M | Sell |
57,581
-199,524
| -78% | -$37.9M | 0.04% | 185 |
|
|
2025
Q4 | $57.4M | Buy |
257,105
+1,362
| +0.5% | +$311K | 0.23% | 83 |
|
|
2025
Q3 | $60.9M | Sell |
255,743
-6,765
| -3% | -$1.68M | 0.25% | 80 |
|
|
2025
Q2 | $63.8M | Sell |
262,508
-2,872
| -1% | -$683K | 0.28% | 84 |
|
|
2025
Q1 | $64.3M | Buy |
265,380
+9,391
| +4% | +$2.21M | 0.3% | 79 |
|
|
2024
Q4 | $57.9M | Sell |
255,989
-1,870
| -0.7% | -$419K | 0.25% | 83 |
|
|
2024
Q3 | $55.4M | Sell |
257,859
-11,056
| -4% | -$2.31M | 0.24% | 85 |
|
|
2024
Q2 | $53M | Sell |
268,915
-11,424
| -4% | -$2.27M | 0.24% | 87 |
|
|
2024
Q1 | $57.4M | Sell |
280,339
-4,522
| -2% | -$912K | 0.26% | 85 |
|
|
2023
Q4 | $58.6M | Sell |
284,861
-4,332
| -1% | -$799K | 0.28% | 78 |
|
|
2023
Q3 | $51.8M | Sell |
289,193
-4,993
| -2% | -$884K | 0.27% | 83 |
|
|
2023
Q2 | $48.7M | Sell |
294,186
-1,091
| -0.4% | -$165K | 0.24% | 87 |
|
|
2023
Q1 | $43.3M | Buy |
295,277
+3,391
| +1% | +$485K | 0.23% | 91 |
|
|
2022
Q4 | $39.2M | Sell |
291,886
-4,323
| -1% | -$614K | 0.21% | 95 |
|
|
2022
Q3 | $42.7M | Buy |
296,209
+502
| +0.2% | +$81.5K | 0.26% | 87 |
|
|
2022
Q2 | $42.2M | Sell |
295,707
-15,887
| -5% | -$2.31M | 0.24% | 87 |
|
|
2022
Q1 | $48.5M | Sell |
311,594
-7,599
| -2% | -$1.17M | 0.24% | 88 |
|
|
2021
Q4 | $58.4M | Sell |
319,193
-14,267
| -4% | -$2.51M | 0.26% | 86 |
|
|
2021
Q3 | $55.6M | Buy |
333,460
+6,266
| +2% | +$1.07M | 0.27% | 84 |
|
|
2021
Q2 | $52.9M | Buy |
327,194
+7,829
| +2% | +$1.25M | 0.26% | 86 |
|
|
2021
Q1 | $48.9M | Buy |
319,365
+95,572
| +43% | +$14.1M | 0.26% | 86 |
|
|
2020
Q4 | $34.3M | Buy |
223,793
+5,474
| +3% | +$794K | 0.19% | 91 |
|
|
2020
Q3 | $28.8M | Sell |
218,319
-14,030
| -6% | -$1.88M | 0.18% | 95 |
|
|
2020
Q2 | $29.3M | Buy |
232,349
+13,423
| +6% | +$1.55M | 0.2% | 93 |
|
|
2020
Q1 | $20.8M | Buy |
218,926
+96,324
| +79% | +$11M | 0.18% | 96 |
|
|
2019
Q4 | $15.1M | Buy |
122,602
+10,214
| +9% | +$1.25M | 0.1% | 121 |
|
|
2019
Q3 | $14M | Sell |
112,388
-10,295
| -8% | -$1.33M | 0.1% | 120 |
|
|
2019
Q2 | $15.7M | Buy |
122,683
+644
| +0.5% | +$77.5K | 0.11% | 118 |
|
|
2019
Q1 | $12.7M | Buy |
122,039
+23,727
| +24% | +$2.38M | 0.1% | 129 |
|
|
2018
Q4 | $9.46M | Buy |
98,312
+45,261
| +85% | +$4.9M | 0.08% | 138 |
|
|
2018
Q3 | $7M | Buy |
53,051
+1,173
| +2% | +$149K | 0.05% | 165 |
|
|
2018
Q2 | $5.97M | Buy |
51,878
+1,254
| +2% | +$142K | 0.05% | 164 |
|
|
2018
Q1 | $5.55M | Sell |
50,624
-6,151
| -11% | -$611K | 0.05% | 173 |
|
|
2017
Q4 | $5.14M | Buy |
56,775
+34,847
| +159% | +$3.04M | 0.04% | 194 |
|
|
2017
Q3 | $1.77M | Hold |
21,928
| – | – | 0.02% | 294 |
|
|
2017
Q2 | $1.66M | Buy |
+21,928
| New | +$1.58M | 0.02% | 304 |
|
Other funds holding BR
JT
Luther King Capital Management (LKCM)'s BR Position: Q2 2026 in Review
Luther King Capital Management (LKCM) reduced its Broadridge (BR) stake by 12% in Q2 2026, selling an estimated $1.07M and leaving 50,491 shares worth $6.91M. The position accounts for 0.03% of the portfolio, ranked #223.
Luther King Capital Management (LKCM) first reported a position in BR in Q2 2017 and has held it in 37 quarters since. The position peaked at $64.3M in Q1 2025. 1,011 funds tracked by Wall St. Rank hold BR as of Q2 2026.
- Luther King Capital Management (LKCM) held 50,491 shares of Broadridge worth $6.91M as of Q2 2026.
- Luther King Capital Management (LKCM) sold 7,090 Broadridge shares in Q2 2026, an estimated $1.07M.
- Broadridge made up 0.03% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #223 holding.
- Luther King Capital Management (LKCM) first reported a position in Broadridge in Q2 2017 and has held it in 37 quarters since.
- Luther King Capital Management (LKCM)'s Broadridge position peaked at $64.3M in Q1 2025.
- 1,011 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.