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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
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 $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

Asset Planning Inc's BR Position: Q1 2026 in Review

Asset Planning Inc held its Broadridge (BR) position steady in Q1 2026 at 99 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #217.

Asset Planning Inc first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.1K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Asset Planning Inc held 99 shares of Broadridge worth $16.1K as of Q1 2026.
  • Asset Planning Inc left its Broadridge share count unchanged in Q1 2026.
  • Broadridge made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #217 holding.
  • Asset Planning Inc first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Broadridge position peaked at $24.1K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.