EH
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings's BR Position: Q1 2026 in Review

Equitable Holdings increased its Broadridge (BR) stake by 206% in Q1 2026, buying an estimated $1.03M and bringing the position to 8,022 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #846.

Equitable Holdings first reported a position in BR in Q1 2025 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Equitable Holdings held 8,022 shares of Broadridge worth $1.47M as of Q1 2026.
  • Equitable Holdings bought 5,401 Broadridge shares in Q1 2026, an estimated $1.03M.
  • Broadridge made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #846 holding.
  • Equitable Holdings first reported a position in Broadridge in Q1 2025 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.