Empire Financial Management Company’s Broadridge BR Stock Holding History

Empire Financial Management Company’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	$264K	Hold	1,624	–	–	0.06%	191
2025 Q4	$363K	Hold	1,624	–	–	0.08%	172
2025 Q3	$387K	Hold	1,624	–	–	0.09%	165
2025 Q2	$395K	Hold	1,624	–	–	0.11%	155
2025 Q1	$394K	Hold	1,624	–	–	0.12%	157
2024 Q4	$367K	Hold	1,624	–	–	0.11%	156
2024 Q3	$349K	Hold	1,624	–	–	0.11%	167
2024 Q2	$320K	Hold	1,624	–	–	0.11%	166
2024 Q1	$333K	Hold	1,624	–	–	0.11%	170
2023 Q4	$334K	Hold	1,624	–	–	0.13%	159
2023 Q3	$291K	Hold	1,624	–	–	0.13%	164
2023 Q2	$269K	Hold	1,624	–	–	0.11%	174
2023 Q1	$238K	Buy	+1,624	New	+$232K	0.1%	183

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

Empire Financial Management Company's BR Position: Q1 2026 in Review

Empire Financial Management Company held its Broadridge (BR) position steady in Q1 2026 at 1,624 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #191.

Empire Financial Management Company first reported a position in BR in Q1 2023 and has held it in 13 quarters since. The position peaked at $395K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Empire Financial Management Company held 1,624 shares of Broadridge worth $264K as of Q1 2026.
Empire Financial Management Company left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.06% of Empire Financial Management Company's portfolio in Q1 2026, its #191 holding.
Empire Financial Management Company first reported a position in Broadridge in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's Broadridge position peaked at $395K in Q2 2025.
1,056 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.