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Asset Planning Inc’s Broadridge BR Stock Holding History

Asset Planning Inc’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 		$13.6K Hold
99
– – 0.01% 241
2026
Q1 		$16.1K Hold
99
– – 0.01% 217
2025
Q4 		$22.1K Hold
99
– – 0.02% 197
2025
Q3 		$23.6K Hold
99
– – 0.02% 199
2025
Q2 		$24.1K Hold
99
– – 0.02% 195
2025
Q1 		$24K Hold
99
– – 0.02% 201
2024
Q4 		$22.4K Buy
+99
New +$22.2K 0.02% 203

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

Asset Planning Inc's BR Position: Q2 2026 in Review

Asset Planning Inc held its Broadridge (BR) position steady in Q2 2026 at 99 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #241.

Asset Planning Inc first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.1K in Q2 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Asset Planning Inc held 99 shares of Broadridge worth $13.6K as of Q2 2026.
  • Asset Planning Inc left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #241 holding.
  • Asset Planning Inc first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Broadridge position peaked at $24.1K in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.