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Empirical Finance’s Broadridge BR Stock Holding History

Empirical Finance’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 		$557K Buy
4,068
+134
+3% +$20.2K 0.02% 425
2026
Q1 		$639K Sell
3,934
-4
-0.1% -$760 0.03% 377
2025
Q4 		$879K Sell
3,938
-172
-4% -$39.2K 0.04% 313
2025
Q3 		$979K Buy
4,110
+41
+1% +$10.2K 0.05% 315
2025
Q2 		$989K Buy
4,069
+31
+0.8% +$7.37K 0.05% 303
2025
Q1 		$979K Buy
4,038
+120
+3% +$28.2K 0.06% 275
2024
Q4 		$886K Sell
3,918
-37
-0.9% -$8.29K 0.05% 297
2024
Q3 		$850K Buy
3,955
+87
+2% +$18.2K 0.05% 305
2024
Q2 		$762K Sell
3,868
-262
-6% -$52K 0.05% 317
2024
Q1 		$846K Buy
4,130
+144
+4% +$29K 0.05% 305
2023
Q4 		$820K Buy
3,986
+39
+1% +$7.2K 0.06% 293
2023
Q3 		$707K Buy
3,947
+399
+11% +$70.7K 0.05% 303
2023
Q2 		$588K Buy
3,548
+423
+14% +$64K 0.05% 326
2023
Q1 		$458K Buy
3,125
+157
+5% +$22.5K 0.04% 370
2022
Q4 		$398K Buy
2,968
+247
+9% +$35.1K 0.04% 390
2022
Q3 		$393K Buy
2,721
+465
+21% +$75.5K 0.05% 336
2022
Q2 		$322K Buy
2,256
+128
+6% +$18.6K 0.04% 381
2022
Q1 		$331K Buy
2,128
+242
+13% +$37.1K 0.04% 396
2021
Q4 		$345K Buy
1,886
+549
+41% +$96.5K 0.04% 382
2021
Q3 		$223K Buy
1,337
+96
+8% +$16.4K 0.03% 397
2021
Q2 		$200K Buy
+1,241
New +$198K 0.03% 400

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 $3.37T AUM 44.26% 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

Empirical Finance's BR Position: Q2 2026 in Review

Empirical Finance increased its Broadridge (BR) stake by 3.4% in Q2 2026, buying an estimated $20.2K and bringing the position to 4,068 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #425.

Empirical Finance first reported a position in BR in Q2 2021 and has held it in 21 quarters since. The position peaked at $989K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Empirical Finance held 4,068 shares of Broadridge worth $557K as of Q2 2026.
  • Empirical Finance bought 134 Broadridge shares in Q2 2026, an estimated $20.2K.
  • Broadridge made up 0.02% of Empirical Finance's portfolio in Q2 2026, its #425 holding.
  • Empirical Finance first reported a position in Broadridge in Q2 2021 and has held it in 21 quarters since.
  • Empirical Finance's Broadridge position peaked at $989K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.