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Meramec Financial Planners’s Broadridge BR Stock Holding History

Meramec Financial Planners’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 		$14.4K Hold
94
– – 0.01% 328
2026
Q1 		$15.2K Hold
94
– – 0.01% 295
2025
Q4 		$17.1K Buy
+94
New +$21.4K 0.01% 286

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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
JT
Jupiter Topco New York $245B AUM

Meramec Financial Planners's BR Position: Q2 2026 in Review

Meramec Financial Planners held its Broadridge (BR) position steady in Q2 2026 at 94 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #328.

Meramec Financial Planners first reported a position in BR in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Meramec Financial Planners held 94 shares of Broadridge worth $14.4K as of Q2 2026.
  • Meramec Financial Planners left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #328 holding.
  • Meramec Financial Planners first reported a position in Broadridge in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Broadridge position peaked at $17.1K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.