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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Creative Financial Designs's BR Position: Q4 2025 in Review

Creative Financial Designs sold out of Broadridge (BR) in Q4 2025, closing a stake of 36 shares — an estimated $8.57K sold.

Creative Financial Designs first reported a position in BR in Q3 2019 and held it in 12 quarters. The position peaked at $41K in Q3 2021. 1,131 funds tracked by Wall St. Rank hold BR as of Q4 2025.

Creative Financial Designs reported no remaining Broadridge position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 36 Broadridge shares in Q4 2025, an estimated $8.57K.
Creative Financial Designs first reported a position in Broadridge in Q3 2019 and held it in 12 quarters.
Creative Financial Designs's Broadridge position peaked at $41K in Q3 2021.
1,131 funds tracked by Wall St. Rank held Broadridge as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.