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Cornerstone Planning Group’s Broadridge BR Stock Holding History

Cornerstone Planning Group’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 		$13.2K Sell
91
-19
-17% -$2.87K ﹤0.01% 802
2026
Q1 		$16.6K Buy
110
+39
+55% +$7.41K ﹤0.01% 727
2025
Q4 		$14.6K Hold
71
– – ﹤0.01% 684
2025
Q3 		$15.7K Buy
71
+27
+61% +$6.72K ﹤0.01% 651
2025
Q2 		$11.7K Sell
44
-42
-49% -$9.98K ﹤0.01% 524
2025
Q1 		$20.3K Buy
86
+48
+126% +$11.3K ﹤0.01% 409
2024
Q4 		$9.1K Hold
38
– – ﹤0.01% 443
2024
Q3 		$8.08K Sell
38
-8
-17% -$1.67K ﹤0.01% 462
2024
Q2 		$9.59K Sell
46
-8
-15% -$1.59K ﹤0.01% 443
2024
Q1 		$10.7K Buy
54
+2
+4% +$403 ﹤0.01% 393
2023
Q4 		$10.7K Hold
52
– – ﹤0.01% 417
2023
Q3 		$9.31K Sell
52
-7
-12% -$1.24K ﹤0.01% 440
2023
Q2 		$9.77K Buy
+59
New +$8.93K ﹤0.01% 676
2022
Q4 		$4.27K Buy
+30
New +$4.26K ﹤0.01% 956

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's BR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Broadridge (BR) stake by 17% in Q2 2026, selling an estimated $2.87K and leaving 91 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Cornerstone Planning Group first reported a position in BR in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.3K in Q1 2025. 590 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Cornerstone Planning Group held 91 shares of Broadridge worth $13.2K as of Q2 2026.
  • Cornerstone Planning Group sold 19 Broadridge shares in Q2 2026, an estimated $2.87K.
  • Broadridge made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #802 holding.
  • Cornerstone Planning Group first reported a position in Broadridge in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Broadridge position peaked at $20.3K in Q1 2025.
  • 590 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.