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Benjamin Edwards Inc

SEC CIK
0001451623
Latest filing
Jul 24, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Benjamin Edwards Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
149,110
Value
$20.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BR by Benjamin Edwards Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026149,110$20.4M0.2%−20,040−11.8%ReducedHolders
Q1 2026169,150$27.5M0.3%−6,208−3.5%ReducedHolders
Q4 2025175,358$39.1M0.4%−2,092−1.2%ReducedHolders
Q3 2025177,450$42.3M0.5%+1,831+1.0%AddedHolders
Q2 2025175,619$42.7M0.5%+1,421+0.8%AddedHolders
Q1 2025174,198$42.2M0.6%+24,662+16.5%AddedHolders
Q4 2024149,536$33.8M0.5%+2,532+1.7%AddedHolders
Q3 2024147,004$31.6M0.5%+140,886+2,302.8%AddedHolders
Q2 20246,118$1.21M0.2%−166−2.6%ReducedHolders
Q1 20246,284$1.29M0.3%+243+4.0%AddedHolders
Q4 20236,041$1.24M0.3%−26−0.4%ReducedHolders
Q3 20236,067$1.09M0.3%−203−3.2%ReducedHolders
Q2 20236,270$1.04M0.2%+28+0.4%AddedHolders
Q1 20236,242$915.0K0.2%−272−4.2%ReducedHolders
Q4 20226,514$874.0K0.2%+302+4.9%AddedHolders
Q3 20226,212$897.0K0.3%−51−0.8%ReducedHolders
Q2 20226,263$893.0K0.3%+130+2.1%AddedHolders
Q1 20226,133$955.0K0.3%+795+14.9%AddedHolders
Q4 20215,338$976.0K0.3%+90+1.7%AddedHolders
Q3 20215,248$874.0K0.5%+145+2.8%AddedHolders
Q2 20215,103$824.0K0.6%−73−1.4%ReducedHolders
Q1 20215,176$792.0K0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.