LWM
BR icon

Lyell Wealth Management’s Broadridge BR Stock Holding History

Lyell Wealth Management’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
-2,297
Closed -$373K – 234
2026
Q1 		$373K Sell
2,297
-38,322
-94% -$7.28M 0.03% 170
2025
Q4 		$9.07M Buy
40,619
+1,036
+3% +$236K 0.66% 53
2025
Q3 		$9.43M Buy
39,583
+1,456
+4% +$363K 0.7% 51
2025
Q2 		$9.27M Buy
38,127
+2,126
+6% +$505K 0.73% 50
2025
Q1 		$8.73M Buy
36,001
+6,024
+20% +$1.42M 0.82% 46
2024
Q4 		$6.78M Buy
29,977
+10,334
+53% +$2.31M 0.61% 55
2024
Q3 		$4.22M Buy
+19,643
New +$4.11M 0.38% 74

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 $3.37T AUM 44.26% 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

Lyell Wealth Management's BR Position: Q2 2026 in Review

Lyell Wealth Management sold out of Broadridge (BR) in Q2 2026, closing a stake of 2,297 shares — an estimated $373K sold.

Lyell Wealth Management first reported a position in BR in Q3 2024 and held it in 7 quarters. The position peaked at $9.43M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Lyell Wealth Management reported no remaining Broadridge position as of Q2 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 2,297 Broadridge shares in Q2 2026, an estimated $373K.
  • Lyell Wealth Management first reported a position in Broadridge in Q3 2024 and held it in 7 quarters.
  • Lyell Wealth Management's Broadridge position peaked at $9.43M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.