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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return