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Action Point Financial Planning’s Broadridge BR Stock Holding History

Action Point Financial Planning’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 		$6.85K Buy
+51
New +$7.7K ﹤0.01% 1654

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

Action Point Financial Planning's BR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Broadridge (BR) in Q2 2026: 51 shares worth $6.85K. The stake represents ﹤0.01% of the portfolio and ranks #1654 among its holdings.

1,010 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Action Point Financial Planning held 51 shares of Broadridge worth $6.85K as of Q2 2026.
  • Broadridge was a new Action Point Financial Planning position in Q2 2026.
  • Broadridge made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1654 holding.
  • 1,010 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.