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Financial Planning Hawaii’s Broadridge BR Stock Holding History

Financial Planning Hawaii’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 		$332K Buy
+2,426
New +$366K 0.18% 101
2026
Q1 		– Sell
-1,005
Closed -$224K – 130
2025
Q4 		$224K Buy
+1,005
New +$229K 0.13% 122

Other funds holding BR

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
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
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Financial Planning Hawaii's BR Position: Q2 2026 in Review

Financial Planning Hawaii opened a new position in Broadridge (BR) in Q2 2026: 2,426 shares worth $332K. The stake represents 0.18% of the portfolio and ranks #101 among its holdings. This is a return to the name: Financial Planning Hawaii previously reported a position in BR as recently as Q4 2025.

Financial Planning Hawaii first reported a position in BR in Q4 2025 and has held it in 2 quarters since. 496 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Financial Planning Hawaii held 2,426 shares of Broadridge worth $332K as of Q2 2026.
  • Broadridge was a new Financial Planning Hawaii position in Q2 2026.
  • Broadridge made up 0.18% of Financial Planning Hawaii's portfolio in Q2 2026, its #101 holding.
  • Financial Planning Hawaii first reported a position in Broadridge in Q4 2025 and has held it in 2 quarters since.
  • 496 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.