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Pinnacle Wealth Planning Services’s Broadridge BR Stock Holding History

Pinnacle Wealth Planning Services’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 		$193K Sell
1,408
-147
-9% -$22.2K 0.02% 537
2026
Q1 		$253K Buy
1,555
+269
+21% +$51.1K 0.03% 397
2025
Q4 		$287K Buy
1,286
+45
+4% +$10.3K 0.03% 341
2025
Q3 		$295K Sell
1,241
-9
-0.7% -$2.24K 0.03% 322
2025
Q2 		$304K Sell
1,250
-43
-3% -$10.2K 0.04% 295
2025
Q1 		$314K Sell
1,293
-1
-0.1% -$235 0.05% 248
2024
Q4 		$293K Buy
1,294
+184
+17% +$41.2K 0.04% 255
2024
Q3 		$239K Sell
1,110
-105
-9% -$22K 0.03% 386
2024
Q2 		$239K Sell
1,215
-49
-4% -$9.72K 0.03% 359
2024
Q1 		$259K Buy
1,264
+14
+1% +$2.82K 0.04% 342
2023
Q4 		$257K Sell
1,250
-4
-0.3% -$738 0.04% 315
2023
Q3 		$225K Buy
1,254
+2
+0.2% +$354 0.04% 332
2023
Q2 		$207K Buy
+1,252
New +$189K 0.03% 376
2021
Q1 		– Sell
-579
Closed -$89K – 567
2020
Q4 		$89K Buy
+579
New +$84K 0.02% 522

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 $3.37T AUM 44.26% 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 Planning Services's BR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Broadridge (BR) stake by 9.5% in Q2 2026, selling an estimated $22.2K and leaving 1,408 shares worth $193K. The position accounts for 0.02% of the portfolio, ranked #537.

Pinnacle Wealth Planning Services first reported a position in BR in Q4 2020 and has held it in 14 quarters since. The position peaked at $314K in Q1 2025. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,408 shares of Broadridge worth $193K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 147 Broadridge shares in Q2 2026, an estimated $22.2K.
  • Broadridge made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #537 holding.
  • Pinnacle Wealth Planning Services first reported a position in Broadridge in Q4 2020 and has held it in 14 quarters since.
  • Pinnacle Wealth Planning Services's Broadridge position peaked at $314K in Q1 2025.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.