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Dogwood Wealth Management’s Broadridge BR Stock Holding History

Dogwood Wealth Management’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 		– Sell
-11
Closed -$1.79K – 859
2026
Q1 		$1.79K Sell
11
-3
-21% -$570 ﹤0.01% 658
2025
Q4 		$3.12K Buy
14
+13
+1,300% +$2.96K ﹤0.01% 495
2025
Q3 		$239 Hold
1
– – ﹤0.01% 686
2025
Q2 		$238 Sell
1
-5
-83% -$1.19K ﹤0.01% 663
2025
Q1 		$1.46K Buy
+6
New +$1.41K ﹤0.01% 404
2024
Q4 		– Hold
0
– -$3 – 330
2024
Q3 		– Hold
0
– – – 384
2024
Q2 		– Hold
0
– – – 465
2024
Q1 		– Hold
0
– – – 463
2023
Q4 		– Hold
0
– – – 407

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BST
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YIH
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BG
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P
PensionDanmark Copenhagen O, Denmark $12B AUM
BFW
Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return