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EP Wealth Advisors’s Broadridge BR Stock Holding History

EP Wealth Advisors’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 		$20.9M Buy
152,268
+40,347
+36% +$6.09M 0.08% 173
2026
Q1 		$18.2M Buy
111,921
+8,090
+8% +$1.54M 0.09% 146
2025
Q4 		$23.2M Buy
+103,831
New +$23.7M 0.12% 118
2025
Q2 		$1.64M Buy
6,757
+785
+13% +$187K 0.01% 455
2025
Q1 		$1.45M Buy
5,972
+8
+0.1% +$1.88K 0.01% 418
2024
Q4 		$1.35M Sell
5,964
-264
-4% -$59.1K 0.01% 425
2024
Q3 		$1.34M Sell
6,228
-2,334
-27% -$488K 0.01% 432
2024
Q2 		$1.69M Sell
8,562
-811
-9% -$161K 0.02% 310
2024
Q1 		$1.92M Buy
9,373
+327
+4% +$65.9K 0.02% 274
2023
Q4 		$1.86M Buy
9,046
+2,765
+44% +$510K 0.02% 270
2023
Q3 		$1.12M Buy
6,281
+4,766
+315% +$844K 0.02% 309
2023
Q2 		$681K Sell
1,515
-10,844
-88% -$1.64M 0.01% 403
2023
Q1 		$469K Buy
12,359
+10,757
+671% +$1.54M 0.01% 414
2022
Q4 		$215K Buy
+1,602
New +$228K ﹤0.01% 536

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

EP Wealth Advisors's BR Position: Q2 2026 in Review

EP Wealth Advisors increased its Broadridge (BR) stake by 36% in Q2 2026, buying an estimated $6.09M and bringing the position to 152,268 shares worth $20.9M. The position accounts for 0.08% of the portfolio, ranked #173.

EP Wealth Advisors first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.2M in Q4 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • EP Wealth Advisors held 152,268 shares of Broadridge worth $20.9M as of Q2 2026.
  • EP Wealth Advisors bought 40,347 Broadridge shares in Q2 2026, an estimated $6.09M.
  • Broadridge made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • EP Wealth Advisors first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Broadridge position peaked at $23.2M in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.