E6 Portfolios’s Broadridge BR Stock Holding History

E6 Portfolios’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 Q2	$275K	Sell	2,006 -41	-2%	-$6.19K	0.22%	71
2026 Q1	$333K	Buy	2,047 +40	+2%	+$7.6K	0.35%	39
2025 Q4	$448K	Buy	+2,007	New	+$458K	0.51%	32

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

E6 Portfolios's BR Position: Q2 2026 in Review

E6 Portfolios reduced its Broadridge (BR) stake by 2% in Q2 2026, selling an estimated $6.19K and leaving 2,006 shares worth $275K. The position accounts for 0.22% of the portfolio, ranked #71.

E6 Portfolios first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 1,014 funds tracked by Wall St. Rank hold BR as of Q2 2026.

E6 Portfolios held 2,006 shares of Broadridge worth $275K as of Q2 2026.
E6 Portfolios sold 41 Broadridge shares in Q2 2026, an estimated $6.19K.
Broadridge made up 0.22% of E6 Portfolios's portfolio in Q2 2026, its #71 holding.
E6 Portfolios first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
E6 Portfolios's Broadridge position peaked at $448K in Q4 2025.
1,014 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on E6 Portfolios's 13F filing for Q2 2026, filed 10 Aug 2026.