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EWA LLC’s Broadridge BR Stock Holding History

EWA LLC’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 		– Sell
-1,288
Closed -$287K – 283
2025
Q4 		$287K Sell
1,288
-70
-5% -$16K 0.07% 160
2025
Q3 		$323K Buy
1,358
+15
+1% +$3.74K 0.09% 117
2025
Q2 		$326K Buy
1,343
+28
+2% +$6.65K 0.1% 108
2025
Q1 		$319K Buy
1,315
+56
+4% +$13.2K 0.12% 92
2024
Q4 		$285K Sell
1,259
-27
-2% -$6.05K 0.11% 99
2024
Q3 		$293K Buy
1,286
+5
+0.4% +$1.05K 0.1% 98
2024
Q2 		$263K Sell
1,281
-7
-0.5% -$1.39K 0.11% 96
2024
Q1 		$252K Sell
1,288
-52
-4% -$10.5K 0.11% 88
2023
Q4 		$270K Buy
1,340
+14
+1% +$2.58K 0.13% 76
2023
Q3 		$236K Buy
+1,326
New +$235K 0.15% 72

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA LLC's BR Position: Q1 2026 in Review

EWA LLC sold out of Broadridge (BR) in Q1 2026, closing a stake of 1,288 shares — an estimated $287K sold.

EWA LLC first reported a position in BR in Q3 2023 and held it in 10 quarters. The position peaked at $326K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • EWA LLC reported no remaining Broadridge position as of Q1 2026 after selling out during the quarter.
  • EWA LLC sold 1,288 Broadridge shares in Q1 2026, an estimated $287K.
  • EWA LLC first reported a position in Broadridge in Q3 2023 and held it in 10 quarters.
  • EWA LLC's Broadridge position peaked at $326K in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on EWA LLC's 13F filing for Q1 2026, filed 23 Apr 2026.