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IQ EQ Fund Management’s Broadridge BR Stock Holding History

IQ EQ Fund 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
2025
Q3 		– Sell
-3,190
Closed -$775K – 316
2025
Q2 		$775K Hold
3,190
– – 0.07% 239
2025
Q1 		$773K Hold
3,190
– – 0.09% 207
2024
Q4 		$721K Hold
3,190
– – 0.09% 221
2024
Q3 		$686K Hold
3,190
– – 0.07% 244
2024
Q2 		$628K Sell
3,190
-286
-8% -$56.7K 0.07% 242
2024
Q1 		$712K Sell
3,476
-120
-3% -$24.2K 0.08% 221
2023
Q4 		$740K Sell
3,596
-136
-4% -$25.1K 0.09% 222
2023
Q3 		$668K Hold
3,732
– – 0.14% 158
2023
Q2 		$618K Buy
3,732
+55
+1% +$8.32K 0.12% 166
2023
Q1 		$539K Hold
3,677
– – 0.1% 148
2022
Q4 		$493K Hold
3,677
– – 0.1% 145
2022
Q3 		$531K Sell
3,677
-309
-8% -$50.2K 0.12% 145
2022
Q2 		$568K Buy
3,986
+579
+17% +$84K 0.11% 148
2022
Q1 		$531K Buy
3,407
+156
+5% +$23.9K 0.09% 158
2021
Q4 		$594K Buy
3,251
+206
+7% +$36.2K 0.09% 165
2021
Q3 		$507K Buy
3,045
+749
+33% +$128K 0.08% 189
2021
Q2 		$371K Sell
2,296
-44
-2% -$7.03K 0.06% 207
2021
Q1 		$358K Buy
+2,340
New +$346K 0.06% 201

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

IQ EQ Fund Management's BR Position: Q3 2025 in Review

IQ EQ Fund Management sold out of Broadridge (BR) in Q3 2025, closing a stake of 3,190 shares — an estimated $775K sold.

IQ EQ Fund Management first reported a position in BR in Q1 2021 and held it in 18 quarters. The position peaked at $775K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold BR as of Q3 2025.

  • IQ EQ Fund Management reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
  • IQ EQ Fund Management sold 3,190 Broadridge shares in Q3 2025, an estimated $775K.
  • IQ EQ Fund Management first reported a position in Broadridge in Q1 2021 and held it in 18 quarters.
  • IQ EQ Fund Management's Broadridge position peaked at $775K in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on IQ EQ Fund Management's 13F filing for Q3 2025, filed 5 Nov 2025.