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Creative Capital Management Investments’s Broadridge BR Stock Holding History

Creative Capital Management Investments’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 		$1.23K Buy
+9
New +$1.36K ﹤0.01% 1022
2025
Q3 		– Sell
-20
Closed -$4.86K – 278
2025
Q2 		$4.86K Buy
+20
New +$4.75K ﹤0.01% 254

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 $3.38T AUM 44.17% 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

Creative Capital Management Investments's BR Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Broadridge (BR) in Q2 2026: 9 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in BR as recently as Q2 2025.

Creative Capital Management Investments first reported a position in BR in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.86K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Creative Capital Management Investments held 9 shares of Broadridge worth $1.23K as of Q2 2026.
  • Broadridge was a new Creative Capital Management Investments position in Q2 2026.
  • Broadridge made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1022 holding.
  • Creative Capital Management Investments first reported a position in Broadridge in Q2 2025 and has held it in 2 quarters since.
  • Creative Capital Management Investments's Broadridge position peaked at $4.86K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.