Creative Financial Designs’s Broadridge BR Stock Holding History

Creative Financial Designs’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	$548	Buy	+4	New	+$604	﹤0.01%	2123
2025 Q4	–	Sell	-36	Closed	-$8.57K	–	2076
2025 Q3	$8.57K	Sell	36 -21	-37%	-$5.23K	﹤0.01%	1404
2025 Q2	$13.9K	Sell	57 -13	-19%	-$3.09K	﹤0.01%	1247
2025 Q1	$17K	Buy	70 +19	+37%	+$4.47K	﹤0.01%	1133
2024 Q4	$11.5K	Buy	51 +8	+19%	+$1.79K	﹤0.01%	1195
2024 Q3	$9.25K	Buy	+43	New	+$8.99K	﹤0.01%	1220
2021 Q4	–	Sell	-244	Closed	-$41K	–	1232
2021 Q3	$41K	Hold	244	–	–	0.01%	658
2021 Q2	$39K	Hold	244	–	–	0.01%	668
2021 Q1	$37K	Hold	244	–	–	0.01%	632
2020 Q4	$37K	Hold	244	–	–	0.01%	570
2020 Q3	$32K	Hold	244	–	–	0.01%	553
2020 Q2	$31K	Buy	+244	New	+$28.3K	0.01%	501
2019 Q4	–	Sell	-19	Closed	-$2K	–	544
2019 Q3	$2K	Buy	+19	New	+$2.45K	﹤0.01%	541

Other funds holding BR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Creative Financial Designs's BR Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Broadridge (BR) in Q2 2026: 4 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in BR as recently as Q3 2025.

Creative Financial Designs first reported a position in BR in Q3 2019 and has held it in 13 quarters since. The position peaked at $41K in Q3 2021. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Creative Financial Designs held 4 shares of Broadridge worth $548 as of Q2 2026.
Broadridge was a new Creative Financial Designs position in Q2 2026.
Broadridge made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2123 holding.
Creative Financial Designs first reported a position in Broadridge in Q3 2019 and has held it in 13 quarters since.
Creative Financial Designs's Broadridge position peaked at $41K in Q3 2021.
1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.