EWM
BR icon

Empirical Wealth Management’s Broadridge BR Stock Holding History

Empirical Wealth Management’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 		$642K Buy
4,686
+1,866
+66% +$282K 0.01% 568
2026
Q1 		$458K Sell
2,820
-1,061
-27% -$202K 0.01% 601
2025
Q4 		$866K Buy
3,881
+1,286
+50% +$293K 0.02% 358
2025
Q3 		$618K Sell
2,595
-7,586
-75% -$1.89M 0.01% 417
2025
Q2 		$2.47M Buy
10,181
+469
+5% +$111K 0.06% 207
2025
Q1 		$2.35M Buy
9,712
+7,732
+391% +$1.82M 0.06% 196
2024
Q4 		$448K Buy
1,980
+113
+6% +$25.3K 0.01% 406
2024
Q3 		$401K Buy
1,867
+64
+4% +$13.4K 0.01% 413
2024
Q2 		$355K Buy
1,803
+13
+0.7% +$2.58K 0.01% 422
2024
Q1 		$367K Sell
1,790
-82
-4% -$16.5K 0.01% 392
2023
Q4 		$385K Buy
1,872
+84
+5% +$15.5K 0.01% 356
2023
Q3 		$320K Sell
1,788
-158
-8% -$28K 0.01% 360
2023
Q2 		$322K Sell
1,946
-129
-6% -$19.5K 0.01% 360
2023
Q1 		$304K Buy
2,075
+362
+21% +$51.8K 0.01% 390
2022
Q4 		$230K Buy
1,713
+287
+20% +$40.8K 0.01% 414
2022
Q3 		$206K Sell
1,426
-341
-19% -$55.3K 0.01% 439
2022
Q2 		$252K Buy
1,767
+339
+24% +$49.2K 0.01% 408
2022
Q1 		$222K Hold
1,428
– – 0.01% 456
2021
Q4 		$261K Hold
1,428
– – 0.01% 442
2021
Q3 		$238K Buy
+1,428
New +$243K 0.01% 407
2018
Q4 		– Sell
-1,822
Closed -$240K – 203
2018
Q3 		$240K Buy
+1,822
New +$231K 0.04% 187

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Empirical Wealth Management's BR Position: Q2 2026 in Review

Empirical Wealth Management increased its Broadridge (BR) stake by 66% in Q2 2026, buying an estimated $282K and bringing the position to 4,686 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #568.

Empirical Wealth Management first reported a position in BR in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.47M in Q2 2025. 352 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Empirical Wealth Management held 4,686 shares of Broadridge worth $642K as of Q2 2026.
  • Empirical Wealth Management bought 1,866 Broadridge shares in Q2 2026, an estimated $282K.
  • Broadridge made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Empirical Wealth Management first reported a position in Broadridge in Q3 2018 and has held it in 21 quarters since.
  • Empirical Wealth Management's Broadridge position peaked at $2.47M in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.