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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empirical Finance's BR Position: Q1 2026 in Review

Empirical Finance reduced its Broadridge (BR) stake by 0.1% in Q1 2026, selling an estimated $760 and leaving 3,934 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #377.

Empirical Finance first reported a position in BR in Q2 2021 and has held it in 20 quarters since. The position peaked at $989K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Empirical Finance held 3,934 shares of Broadridge worth $639K as of Q1 2026.
  • Empirical Finance sold 4 Broadridge shares in Q1 2026, an estimated $760.
  • Broadridge made up 0.03% of Empirical Finance's portfolio in Q1 2026, its #377 holding.
  • Empirical Finance first reported a position in Broadridge in Q2 2021 and has held it in 20 quarters since.
  • Empirical Finance's Broadridge position peaked at $989K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.