EF
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Empowered Funds’s Broadridge BR Stock Holding History

Empowered Funds’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 		$8.1M Buy
59,157
+10,727
+22% +$1.62M 0.04% 494
2026
Q1 		$7.87M Buy
48,430
+11,152
+30% +$2.12M 0.05% 471
2025
Q4 		$8.32M Sell
37,278
-2,726
-7% -$622K 0.14% 169
2025
Q3 		$9.53M Buy
40,004
+4,371
+12% +$1.09M 0.1% 239
2025
Q2 		$8.66M Buy
35,633
+31,676
+801% +$7.53M 0.1% 244
2025
Q1 		$959K Buy
3,957
+1,160
+41% +$273K 0.01% 1014
2024
Q4 		$632K Buy
2,797
+329
+13% +$73.7K 0.01% 1095
2024
Q3 		$531K Buy
2,468
+606
+33% +$127K 0.01% 1077
2024
Q2 		$367K Sell
1,862
-60
-3% -$11.9K 0.01% 1147
2024
Q1 		$394K Buy
1,922
+470
+32% +$94.8K 0.01% 1133
2023
Q4 		$299K Buy
1,452
+161
+12% +$29.7K 0.01% 1115
2023
Q3 		$231K Buy
+1,291
New +$229K 0.01% 1116

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

Empowered Funds's BR Position: Q2 2026 in Review

Empowered Funds increased its Broadridge (BR) stake by 22% in Q2 2026, buying an estimated $1.62M and bringing the position to 59,157 shares worth $8.1M. The position accounts for 0.04% of the portfolio, ranked #494.

Empowered Funds first reported a position in BR in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.53M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Empowered Funds held 59,157 shares of Broadridge worth $8.1M as of Q2 2026.
  • Empowered Funds bought 10,727 Broadridge shares in Q2 2026, an estimated $1.62M.
  • Broadridge made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #494 holding.
  • Empowered Funds first reported a position in Broadridge in Q3 2023 and has held it in 12 quarters since.
  • Empowered Funds's Broadridge position peaked at $9.53M in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.