Back to BR
Douglas Lane & Associates, LLC → BR
Douglas Lane & Associates, LLC BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
5
Latest value
$9M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.2M |
| Q4 2025 | $13.1M |
| Q1 2026 | $10M |
| Q2 2026 | $7.8M |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 56.0K | — | — |
| Q2 2026 | $7.8M | 57.1K | — | — |
| Q1 2026 | $10M | 61.3K | — | — |
| Q4 2025 | $13.1M | 58.5K | — | — |
| Q3 2025 | $14.2M | 59.5K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M