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Everence Capital Management’s Broadridge BR Stock Holding History

Everence Capital Management’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 		$394K Buy
2,878
+282
+11% +$42.6K 0.02% 521
2026
Q1 		$422K Hold
2,596
– – 0.03% 433
2025
Q4 		$579K Hold
2,596
– – 0.03% 346
2025
Q3 		$618K Hold
2,596
– – 0.04% 332
2025
Q2 		$631K Hold
2,596
– – 0.04% 301
2025
Q1 		$629K Hold
2,596
– – 0.04% 309
2024
Q4 		$587K Hold
2,596
– – 0.04% 320
2024
Q3 		$558K Hold
2,596
– – 0.04% 391
2024
Q2 		$502K Hold
2,596
– – 0.03% 382
2024
Q1 		$532K Hold
2,596
– – 0.04% 390
2023
Q4 		$534K Hold
2,596
– – 0.04% 377
2023
Q3 		$465K Hold
2,596
– – 0.04% 406
2023
Q2 		$381K Hold
2,596
– – 0.03% 438
2023
Q1 		$380K Hold
2,596
– – 0.03% 452
2022
Q4 		$348K Hold
2,596
– – 0.03% 487
2022
Q3 		$375K Hold
2,596
– – 0.03% 438
2022
Q2 		$370K Sell
2,596
-2,630
-50% -$382K 0.03% 449
2022
Q1 		$814K Buy
5,226
+2,630
+101% +$404K 0.06% 252
2021
Q4 		$475K Hold
2,596
– – 0.04% 443
2021
Q3 		$433K Hold
2,596
– – 0.04% 442
2021
Q2 		$419K Hold
2,596
– – 0.03% 444
2021
Q1 		$397K Hold
2,596
– – 0.04% 446
2020
Q4 		$398K Hold
2,596
– – 0.04% 413
2020
Q3 		$343K Hold
2,596
– – 0.04% 422
2020
Q2 		$314K Hold
2,596
– – 0.04% 439
2020
Q1 		$246K Hold
2,596
– – 0.03% 442
2019
Q4 		$321K Buy
+2,596
New +$317K 0.05% 461

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

Everence Capital Management's BR Position: Q2 2026 in Review

Everence Capital Management increased its Broadridge (BR) stake by 11% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,878 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #521.

Everence Capital Management first reported a position in BR in Q4 2019 and has held it in 27 quarters since. The position peaked at $814K in Q1 2022. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Everence Capital Management held 2,878 shares of Broadridge worth $394K as of Q2 2026.
  • Everence Capital Management bought 282 Broadridge shares in Q2 2026, an estimated $42.6K.
  • Broadridge made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #521 holding.
  • Everence Capital Management first reported a position in Broadridge in Q4 2019 and has held it in 27 quarters since.
  • Everence Capital Management's Broadridge position peaked at $814K in Q1 2022.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.