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Equitable Holdings’s Broadridge BR Stock Holding History

Equitable Holdings’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 		$329K Sell
2,403
-5,619
-70% -$849K ﹤0.01% 1510
2026
Q1 		$1.47M Buy
8,022
+5,401
+206% +$1.03M 0.01% 846
2025
Q4 		$585K Buy
2,621
+420
+19% +$95.8K ﹤0.01% 1057
2025
Q3 		$524K Buy
2,201
+721
+49% +$180K ﹤0.01% 1055
2025
Q2 		$360K Buy
1,480
+409
+38% +$97.2K ﹤0.01% 1121
2025
Q1 		$260K Buy
+1,071
New +$252K ﹤0.01% 1155

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

Equitable Holdings's BR Position: Q2 2026 in Review

Equitable Holdings reduced its Broadridge (BR) stake by 70% in Q2 2026, selling an estimated $849K and leaving 2,403 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Equitable Holdings first reported a position in BR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2026. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Equitable Holdings held 2,403 shares of Broadridge worth $329K as of Q2 2026.
  • Equitable Holdings sold 5,619 Broadridge shares in Q2 2026, an estimated $849K.
  • Broadridge made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1510 holding.
  • Equitable Holdings first reported a position in Broadridge in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's Broadridge position peaked at $1.47M in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.