SPL
BR icon

Superior Planning, LLC’s Broadridge BR Stock Holding History

Superior Planning, 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
Q3 		$14.3K Buy
+89
New +$14.5K 0.01% 803

Other funds holding BR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Superior Planning, LLC's BR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Broadridge (BR) in Q3 2026: 89 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings.

780 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Superior Planning, LLC held 89 shares of Broadridge worth $14.3K as of Q3 2026.
  • Broadridge was a new Superior Planning, LLC position in Q3 2026.
  • Broadridge made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #803 holding.
  • 780 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.