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LVW Advisors’s Broadridge BR Stock Holding History

LVW Advisors’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 		– Sell
-1,594
Closed -$259K – 467
2026
Q1 		$259K Sell
1,594
-2,465
-61% -$468K 0.02% 359
2025
Q4 		$906K Sell
4,059
-1,174
-22% -$268K 0.09% 112
2025
Q3 		$1.25M Buy
5,233
+7
+0.1% +$1.74K 0.13% 87
2025
Q2 		$1.27M Buy
5,226
+854
+20% +$203K 0.14% 90
2025
Q1 		$1.06M Buy
4,372
+401
+10% +$94.4K 0.13% 100
2024
Q4 		$898K Buy
3,971
+252
+7% +$56.4K 0.11% 122
2024
Q3 		$800K Buy
3,719
+1,147
+45% +$240K 0.1% 138
2024
Q2 		$507K Buy
2,572
+365
+17% +$72.4K 0.07% 172
2024
Q1 		$452K Buy
2,207
+948
+75% +$191K 0.08% 181
2023
Q4 		$259K Buy
+1,259
New +$232K 0.05% 225

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LVW Advisors's BR Position: Q2 2026 in Review

LVW Advisors sold out of Broadridge (BR) in Q2 2026, closing a stake of 1,594 shares — an estimated $259K sold.

LVW Advisors first reported a position in BR in Q4 2023 and held it in 10 quarters. The position peaked at $1.27M in Q2 2025. 356 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • LVW Advisors reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 1,594 Broadridge shares in Q2 2026, an estimated $259K.
  • LVW Advisors first reported a position in Broadridge in Q4 2023 and held it in 10 quarters.
  • LVW Advisors's Broadridge position peaked at $1.27M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.