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BFC Planning, Inc.’s Broadridge BR Stock Holding History

BFC Planning, Inc.’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 		$9.46K Sell
69
-4,175
-98% -$631K ﹤0.01% 2391
2026
Q1 		$689K Buy
4,244
+4,070
+2,339% +$773K 0.03% 468
2025
Q4 		$38.7K Sell
174
-44
-20% -$10K ﹤0.01% 1473
2025
Q3 		$51.9K Sell
218
-11
-5% -$2.74K ﹤0.01% 1172
2025
Q2 		$55.6K Sell
229
-41
-15% -$9.7K ﹤0.01% 1082
2025
Q1 		$65.4K Buy
270
+9
+3% +$2.12K 0.01% 1007
2024
Q4 		$58.9K Buy
+261
New +$58.5K ﹤0.01% 1037

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 $1.92T AUM 36.1% 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
Jupiter Topco
Jupiter Topco New York $245B AUM

BFC Planning, Inc.'s BR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Broadridge (BR) stake by 98% in Q2 2026, selling an estimated $631K and leaving 69 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

BFC Planning, Inc. first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 1,025 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • BFC Planning, Inc. held 69 shares of Broadridge worth $9.46K as of Q2 2026.
  • BFC Planning, Inc. sold 4,175 Broadridge shares in Q2 2026, an estimated $631K.
  • Broadridge made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2391 holding.
  • BFC Planning, Inc. first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Broadridge position peaked at $689K in Q1 2026.
  • 1,025 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.