Aware Super’s Broadridge BR Stock Holding History

Aware Super’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	$11.4M	Buy	+69,979	New	+$13.3M	0.17%	134
2025 Q3	$1.03M	Buy	+4,320	New	+$1.08M	0.01%	213
2023 Q4	$964K	Buy	+4,320	New	+$797K	0.01%	226

Other funds holding BR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aware Super's BR Position: Q1 2026 in Review

Aware Super opened a new position in Broadridge (BR) in Q1 2026: 69,979 shares worth $11.4M. The stake represents 0.17% of the portfolio and ranks #134 among its holdings. This is a return to the name: Aware Super previously reported a position in BR as recently as Q3 2025.

Aware Super first reported a position in BR in Q4 2023 and has held it in 3 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Aware Super held 69,979 shares of Broadridge worth $11.4M as of Q1 2026.
Broadridge was a new Aware Super position in Q1 2026.
Broadridge made up 0.17% of Aware Super's portfolio in Q1 2026, its #134 holding.
Aware Super first reported a position in Broadridge in Q4 2023 and has held it in 3 quarters since.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Aware Super's 13F filing for Q1 2026, filed 5 May 2026.