BR BROADBRIDGE FINANCIAL SOLUTIONS INC

Ownership history in HALL LAURIE J TRUSTEE  ·  39 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported BROADBRIDGE FINANCIAL SOLUTIONS INC (BR) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2023 Q4. The latest visible filing shows BR at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALL LAURIE J TRUSTEE's position in BROADBRIDGE FINANCIAL SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALL LAURIE J TRUSTEE held BR — position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,300 -100 -7.1% 0.07% $211K 2026-04-06 $162.48
2025 Q4 REDUCED 1,400 -200 -12.5% 0.10% $312K 2026-01-20 $208.14
2025 Q3 REDUCED 1,600 -100 -5.9% 0.12% $381K 2025-10-14 $232.74
2025 Q2 UNCHANGED 1,700 0% 0.14% $413K 2025-07-15 $230.59
2025 Q1 REDUCED 1,700 -550 -24.4% 0.15% $412K 2025-05-15 $236.21
2024 Q4 UNCHANGED 2,250 0% 0.17% $509 2025-01-16 $226.20
2024 Q3 UNCHANGED 2,250 0% 0.15% $484 2024-10-08 $211.47
2024 Q2 UNCHANGED 2,250 0% 0.15% $443 2024-07-22 $198.86
2024 Q1 UNCHANGED 2,250 0% 0.16% $461 2024-04-23 $189.52
2023 Q4 ADDED 2,250 +1,200 +114.3% 0.18% $463 2024-01-11 $193.88
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and BR

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALL LAURIE J TRUSTEE reported owning BR?

HALL LAURIE J TRUSTEE reported BR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BR position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for BR was 0.18% in 2023 Q4.

What is the latest reported BR position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 1,300 shares, equal to 0.07% of portfolio, with an estimated market value of $211K.

What does the chart on this BR ownership page compare?

The chart compares HALL LAURIE J TRUSTEE's quarterly BR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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