PCS
BR icon

Personal CFO Solutions’s Broadridge BR Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-880
Closed -$210K – 506
2025
Q3 		$210K Sell
880
-13
-1% -$3.24K 0.04% 474
2025
Q2 		$217K Sell
893
-15
-2% -$3.56K 0.04% 445
2025
Q1 		$220K Sell
908
-33
-4% -$7.77K 0.04% 405
2024
Q4 		$213K Sell
941
-162
-15% -$36.3K 0.04% 431
2024
Q3 		$237K Sell
1,103
-56
-5% -$11.7K 0.03% 487
2024
Q2 		$228K Sell
1,159
-39
-3% -$7.74K 0.04% 463
2024
Q1 		$246K Sell
1,198
-19
-2% -$3.83K 0.04% 453
2023
Q4 		$251K Sell
1,217
-24
-2% -$4.43K 0.04% 421
2023
Q3 		$222K Buy
+1,241
New +$220K 0.04% 408

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return