PDS Planning’s Broadridge BR Stock Holding History

PDS Planning’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 Q3	–	Sell	-1,025	Closed	-$249K	–	545
2025 Q2	$249K	Buy	1,025 +57	+6%	+$13.5K	0.02%	407
2025 Q1	$235K	Buy	968 +2	+0.2%	+$471	0.02%	389
2024 Q4	$218K	Buy	+966	New	+$216K	0.02%	379

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

PDS Planning's BR Position: Q3 2025 in Review

PDS Planning sold out of Broadridge (BR) in Q3 2025, closing a stake of 1,025 shares — an estimated $249K sold.

PDS Planning first reported a position in BR in Q4 2024 and held it in 3 quarters. The position peaked at $249K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold BR as of Q3 2025.

PDS Planning reported no remaining Broadridge position as of Q3 2025 after selling out during the quarter.
PDS Planning sold 1,025 Broadridge shares in Q3 2025, an estimated $249K.
PDS Planning first reported a position in Broadridge in Q4 2024 and held it in 3 quarters.
PDS Planning's Broadridge position peaked at $249K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Broadridge as of Q3 2025.

Based on PDS Planning's 13F filing for Q3 2025, filed 21 Oct 2025.