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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lyell Wealth Management's BR Position: Q1 2026 in Review

Lyell Wealth Management reduced its Broadridge (BR) stake by 94% in Q1 2026, selling an estimated $7.28M and leaving 2,297 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #170.

Lyell Wealth Management first reported a position in BR in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.43M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Lyell Wealth Management held 2,297 shares of Broadridge worth $373K as of Q1 2026.
Lyell Wealth Management sold 38,322 Broadridge shares in Q1 2026, an estimated $7.28M.
Broadridge made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #170 holding.
Lyell Wealth Management first reported a position in Broadridge in Q3 2024 and has held it in 7 quarters since.
Lyell Wealth Management's Broadridge position peaked at $9.43M in Q3 2025.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.