EI
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EFG International’s Broadridge BR Stock Holding History

EFG International’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 		$4.35M Sell
31,773
-3,841
-11% -$580K 0.08% 219
2026
Q1 		$5.79M Buy
35,614
+1,508
+4% +$286K 0.12% 141
2025
Q4 		$7.61M Buy
+34,106
New +$7.78M 0.15% 117

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

EFG International's BR Position: Q2 2026 in Review

EFG International reduced its Broadridge (BR) stake by 11% in Q2 2026, selling an estimated $580K and leaving 31,773 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #219.

EFG International first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.61M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • EFG International held 31,773 shares of Broadridge worth $4.35M as of Q2 2026.
  • EFG International sold 3,841 Broadridge shares in Q2 2026, an estimated $580K.
  • Broadridge made up 0.08% of EFG International's portfolio in Q2 2026, its #219 holding.
  • EFG International first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Broadridge position peaked at $7.61M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.