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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
Q2 		$275K Buy
2,011
+494
+33% +$74.6K 0.02% 444
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Pinnacle Wealth Management Advisory Group's BR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Broadridge (BR) stake by 33% in Q2 2026, buying an estimated $74.6K and bringing the position to 2,011 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #444.

Pinnacle Wealth Management Advisory Group first reported a position in BR in Q4 2024 and has held it in 7 quarters since. The position peaked at $387K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 2,011 shares of Broadridge worth $275K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 494 Broadridge shares in Q2 2026, an estimated $74.6K.
  • Broadridge made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #444 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • Pinnacle Wealth Management Advisory Group's Broadridge position peaked at $387K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.