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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Bancorp's BR Position: Q1 2026 in Review

Pinnacle Bancorp held its Broadridge (BR) position steady in Q1 2026 at 354 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #427.

Pinnacle Bancorp first reported a position in BR in Q1 2017 and has held it in 31 quarters since. The position peaked at $86K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Pinnacle Bancorp held 354 shares of Broadridge worth $57.5K as of Q1 2026.
Pinnacle Bancorp left its Broadridge share count unchanged in Q1 2026.
Broadridge made up 0.02% of Pinnacle Bancorp's portfolio in Q1 2026, its #427 holding.
Pinnacle Bancorp first reported a position in Broadridge in Q1 2017 and has held it in 31 quarters since.
Pinnacle Bancorp's Broadridge position peaked at $86K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.