Pinnacle Bancorp’s Broadridge BR Stock Holding History

Pinnacle Bancorp’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 Q3	$57K	Hold	354	–	–	0.02%	433
2026 Q2	$48.5K	Hold	354	–	–	0.01%	468
2026 Q1	$57.5K	Hold	354	–	–	0.02%	427
2025 Q4	$79K	Hold	354	–	–	0.02%	359
2025 Q3	$84.3K	Hold	354	–	–	0.02%	352
2025 Q2	$86K	Hold	354	–	–	0.03%	340
2025 Q1	$85.8K	Hold	354	–	–	0.03%	330
2024 Q4	$80K	Hold	354	–	–	0.03%	343
2024 Q3	$76.1K	Hold	354	–	–	0.02%	342
2024 Q2	$69.7K	Hold	354	–	–	0.02%	338
2024 Q1	$72.5K	Hold	354	–	–	0.02%	336
2023 Q4	$72.8K	Hold	354	–	–	0.02%	324
2023 Q3	$63.4K	Hold	354	–	–	0.02%	329
2023 Q2	$58.6K	Hold	354	–	–	0.02%	344
2023 Q1	$51.9K	Hold	354	–	–	0.02%	349
2022 Q4	$47K	Hold	354	–	–	0.02%	341
2022 Q3	$51K	Hold	354	–	–	0.02%	325
2022 Q2	$50K	Hold	354	–	–	0.02%	329
2022 Q1	$55K	Hold	354	–	–	0.02%	334
2021 Q4	$65K	Hold	354	–	–	0.02%	316
2021 Q3	$59K	Hold	354	–	–	0.02%	318
2021 Q2	$57K	Hold	354	–	–	0.03%	328
2021 Q1	$54K	Hold	354	–	–	0.03%	325
2020 Q4	$54K	Hold	354	–	–	0.03%	310
2020 Q3	$47K	Sell	354 -119	-25%	-$15.9K	0.03%	314
2020 Q2	$60K	Buy	473 +119	+34%	+$13.8K	0.04%	265
2020 Q1	$34K	Hold	354	–	–	0.03%	311
2019 Q4	$44K	Hold	354	–	–	0.03%	321
2019 Q3	$44K	Hold	354	–	–	0.03%	326
2019 Q2	$45K	Hold	354	–	–	0.03%	320
2019 Q1	$37K	Hold	354	–	–	0.02%	341
2018 Q4	$34K	Buy	+354	New	+$38.3K	0.02%	342
2017 Q1	$24K	Buy	+354	New	+$24K	0.02%	388

Other funds holding BR

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Bancorp's BR Position: Q3 2026 in Review

Pinnacle Bancorp held its Broadridge (BR) position steady in Q3 2026 at 354 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #433.

Pinnacle Bancorp first reported a position in BR in Q1 2017 and has held it in 33 quarters since. The position peaked at $86K in Q2 2025. 288 funds tracked by Wall St. Rank hold BR as of Q3 2026.

Pinnacle Bancorp held 354 shares of Broadridge worth $57K as of Q3 2026.
Pinnacle Bancorp left its Broadridge share count unchanged in Q3 2026.
Broadridge made up 0.02% of Pinnacle Bancorp's portfolio in Q3 2026, its #433 holding.
Pinnacle Bancorp first reported a position in Broadridge in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's Broadridge position peaked at $86K in Q2 2025.
288 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.