EI
BR icon

Ethic Inc’s Broadridge BR Stock Holding History

Ethic Inc’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 		$2.5M Sell
18,289
-3,650
-17% -$551K 0.03% 450
2026
Q1 		$3.56M Sell
21,939
-1,605
-7% -$305K 0.06% 332
2025
Q4 		$5.25M Sell
23,544
-4,635
-16% -$1.06M 0.08% 235
2025
Q3 		$6.71M Sell
28,179
-1,919
-6% -$478K 0.11% 182
2025
Q2 		$7.21M Buy
30,098
+1,730
+6% +$411K 0.13% 162
2025
Q1 		$6.94M Buy
28,368
+4,040
+17% +$951K 0.14% 163
2024
Q4 		$5.5M Buy
24,328
+1,483
+6% +$332K 0.11% 194
2024
Q3 		$4.68M Sell
22,845
-598
-3% -$125K 0.12% 204
2024
Q2 		$4.62M Buy
23,443
+598
+3% +$119K 0.11% 205
2024
Q1 		$4.68M Buy
22,845
+2,449
+12% +$494K 0.12% 204
2023
Q4 		$4.2M Buy
20,396
+2,578
+14% +$476K 0.12% 199
2023
Q3 		$3.19M Buy
17,818
+2,031
+13% +$360K 0.11% 219
2023
Q2 		$2.61M Buy
15,787
+10,276
+186% +$1.56M 0.1% 247
2023
Q1 		$808K Buy
5,511
+1,901
+53% +$272K 0.03% 501
2022
Q4 		$484K Sell
3,610
-3,774
-51% -$536K 0.03% 586
2022
Q3 		$1.07M Buy
7,384
+3,458
+88% +$561K 0.07% 309
2022
Q2 		$560K Buy
3,926
+998
+34% +$145K 0.04% 448
2022
Q1 		$456K Buy
2,928
+967
+49% +$148K 0.03% 487
2021
Q4 		$359K Buy
1,961
+397
+25% +$69.8K 0.03% 486
2021
Q3 		$261K Buy
+1,564
New +$266K 0.03% 513

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ethic Inc's BR Position: Q2 2026 in Review

Ethic Inc reduced its Broadridge (BR) stake by 17% in Q2 2026, selling an estimated $551K and leaving 18,289 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #450.

Ethic Inc first reported a position in BR in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.21M in Q2 2025. 333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Ethic Inc held 18,289 shares of Broadridge worth $2.5M as of Q2 2026.
  • Ethic Inc sold 3,650 Broadridge shares in Q2 2026, an estimated $551K.
  • Broadridge made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #450 holding.
  • Ethic Inc first reported a position in Broadridge in Q3 2021 and has held it in 20 quarters since.
  • Ethic Inc's Broadridge position peaked at $7.21M in Q2 2025.
  • 333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.