Back to BR
Creative Planning BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
10
Latest value
$23.7M
Q3 2026
Peak value
$23.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $512K |
| Q3 2025 | $6.2M |
| Q4 2025 | $6.7M |
| Q4 2025 | $476K |
| Q1 2026 | $405K |
| Q1 2026 | $8M |
| Q2 2026 | $372K |
| Q2 2026 | $8M |
| Q3 2026 | $383K |
| Q3 2026 | $23.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $23.7M | 146.8K | — | — |
| Q3 2026 | $383K | 2.4K | — | — |
| Q2 2026 | $8M | 58.7K | — | — |
| Q2 2026 | $372K | 2.7K | — | — |
| Q1 2026 | $8M | 49.2K | — | — |
| Q1 2026 | $405K | 2.5K | — | — |
| Q4 2025 | $476K | 2.1K | — | — |
| Q4 2025 | $6.7M | 29.9K | — | — |
| Q3 2025 | $6.2M | 26.1K | — | — |
| Q3 2025 | $512K | 2.1K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M