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IEQ Capital’s Broadridge BR Stock Holding History

IEQ Capital’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 		$4.39M Buy
27,048
+23,502
+663% +$4.46M 0.02% 533
2025
Q4 		$791K Sell
3,546
-216
-6% -$49.3K ﹤0.01% 1132
2025
Q3 		$896K Sell
3,762
-6,769
-64% -$1.69M ﹤0.01% 1049
2025
Q2 		$2.56M Buy
10,531
+376
+4% +$89.4K 0.02% 586
2025
Q1 		$2.46M Sell
10,155
-1,836
-15% -$432K 0.02% 530
2024
Q4 		$2.71M Buy
11,991
+3,910
+48% +$876K 0.03% 426
2024
Q3 		$1.74M Buy
8,081
+4,820
+148% +$1.01M 0.02% 405
2024
Q2 		$642K Buy
3,261
+86
+3% +$17.1K 0.01% 585
2024
Q1 		$650K Buy
3,175
+205
+7% +$41.3K 0.01% 551
2023
Q4 		$611K Sell
2,970
-142
-5% -$26.2K 0.01% 528
2023
Q3 		$557K Buy
3,112
+421
+16% +$74.6K 0.01% 534
2023
Q2 		$446K Sell
2,691
-79
-3% -$12K 0.01% 572
2023
Q1 		$406K Sell
2,770
-76
-3% -$10.9K 0.01% 634
2022
Q4 		$382K Sell
2,846
-792
-22% -$113K 0.01% 571
2022
Q3 		$525K Buy
3,638
+1,168
+47% +$190K 0.01% 515
2022
Q2 		$352K Buy
2,470
+472
+24% +$68.5K 0.01% 555
2022
Q1 		$311K Sell
1,998
-561
-22% -$86.1K 0.01% 626
2021
Q4 		$468K Buy
2,559
+585
+30% +$103K 0.01% 473
2021
Q3 		$329K Buy
1,974
+582
+42% +$99.1K 0.01% 534
2021
Q2 		$225K Buy
+1,392
New +$222K 0.01% 551

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

IEQ Capital's BR Position: Q1 2026 in Review

IEQ Capital increased its Broadridge (BR) stake by 663% in Q1 2026, buying an estimated $4.46M and bringing the position to 27,048 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #533.

IEQ Capital first reported a position in BR in Q2 2021 and has held it in 20 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • IEQ Capital held 27,048 shares of Broadridge worth $4.39M as of Q1 2026.
  • IEQ Capital bought 23,502 Broadridge shares in Q1 2026, an estimated $4.46M.
  • Broadridge made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #533 holding.
  • IEQ Capital first reported a position in Broadridge in Q2 2021 and has held it in 20 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.