Pinnacle Wealth Management Advisory Group’s Broadridge BR Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$246K	Sell	1,517 -25	-2%	-$4.75K	0.02%	465
2025 Q4	$344K	Sell	1,542 -63	-4%	-$14.4K	0.02%	360
2025 Q3	$382K	Buy	1,605 +13	+0.8%	+$3.24K	0.03%	273
2025 Q2	$387K	Buy	1,592 +16	+1%	+$3.8K	0.03%	260
2025 Q1	$382K	Buy	1,576 +15	+1%	+$3.53K	0.04%	244
2024 Q4	$353K	Buy	+1,561	New	+$350K	0.03%	263

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 Wealth Management Advisory Group's BR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Broadridge (BR) stake by 1.6% in Q1 2026, selling an estimated $4.75K and leaving 1,517 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #465.

Pinnacle Wealth Management Advisory Group first reported a position in BR in Q4 2024 and has held it in 6 quarters since. The position peaked at $387K in Q2 2025. 1,055 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 1,517 shares of Broadridge worth $246K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 25 Broadridge shares in Q1 2026, an estimated $4.75K.
Broadridge made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #465 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
Pinnacle Wealth Management Advisory Group's Broadridge position peaked at $387K in Q2 2025.
1,055 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.