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Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Legacy Advisors, LLC, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2022
Holdings of BR by Legacy Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10,598−100.0%Sold outHolders
Q1 202510,598$2.58M0.3%+392+3.8%AddedHolders
Q4 202410,206$2.32M0.2%+408+4.2%AddedHolders
Q3 20249,798$2.12M0.2%+187+1.9%AddedHolders
Q2 20249,611$1.90M0.2%+899+10.3%AddedHolders
Q1 20248,712$1.79M0.2%+394+4.7%AddedHolders
Q4 20238,318$1.72M0.2%−907−9.8%ReducedHolders
Q3 20239,225$1.66M0.3%+1,188+14.8%AddedHolders
Q2 20238,037$1.33M0.2%+73+0.9%AddedHolders
Q1 20237,964$1.17M0.2%+893+12.6%AddedHolders
Q4 20227,071$953.3K0.2%+1,831+34.9%AddedHolders
Q3 20225,240$760.0K0.2%+719+15.9%AddedHolders
Q2 20224,521$647.0K0.1%+1,456+47.5%AddedHolders
Q1 20223,065$479.0K0.1%+3,065NewHolders