Planning Strategies Inc.’s Broadridge BR Stock Holding History

Planning Strategies Inc.’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	$2.19K	Buy	+16	New	+$2.42K	﹤0.01%	567

Other funds holding BR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s BR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Broadridge (BR) in Q2 2026: 16 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

333 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Planning Strategies Inc. held 16 shares of Broadridge worth $2.19K as of Q2 2026.
Broadridge was a new Planning Strategies Inc. position in Q2 2026.
Broadridge made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #567 holding.
333 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.