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Moody Lynn & Lieberson’s Broadridge BR Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-2,716
Closed -$606K – 255
2025
Q4 		$606K Sell
2,716
-158
-5% -$36K 0.03% 159
2025
Q3 		$685K Buy
2,874
+73
+3% +$18.2K 0.04% 151
2025
Q2 		$681K Sell
2,801
-9
-0.3% -$2.14K 0.04% 154
2025
Q1 		$681K Hold
2,810
– – 0.04% 146
2024
Q4 		$635K Buy
2,810
+23
+0.8% +$5.15K 0.04% 151
2024
Q3 		$599K Buy
+2,787
New +$583K 0.04% 162

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

Moody Lynn & Lieberson's BR Position: Q1 2026 in Review

Moody Lynn & Lieberson sold out of Broadridge (BR) in Q1 2026, closing a stake of 2,716 shares — an estimated $606K sold.

Moody Lynn & Lieberson first reported a position in BR in Q3 2024 and held it in 6 quarters. The position peaked at $685K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Moody Lynn & Lieberson reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 2,716 Broadridge shares in Q1 2026, an estimated $606K.
  • Moody Lynn & Lieberson first reported a position in Broadridge in Q3 2024 and held it in 6 quarters.
  • Moody Lynn & Lieberson's Broadridge position peaked at $685K in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.