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 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 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 Planning Services's BR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Broadridge (BR) stake by 21% in Q1 2026, buying an estimated $51.1K and bringing the position to 1,555 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #397.

Pinnacle Wealth Planning Services first reported a position in BR in Q4 2020 and has held it in 13 quarters since. The position peaked at $314K in Q1 2025. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Pinnacle Wealth Planning Services held 1,555 shares of Broadridge worth $253K as of Q1 2026.
Pinnacle Wealth Planning Services bought 269 Broadridge shares in Q1 2026, an estimated $51.1K.
Broadridge made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #397 holding.
Pinnacle Wealth Planning Services first reported a position in Broadridge in Q4 2020 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Broadridge position peaked at $314K in Q1 2025.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.