Asset Planning,Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2048547
LOS ALAMITOS, CA
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,558
-$2,527 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#899
of 1,003 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Asset Planning,Inc holds $485,494 across 5 Information Technology Services names. BR ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,564 | $439,812 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
600 | $23,238 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
99 | $13,558 | |
| 4 | BBAI |
BigBear.ai Holdings, Inc.
|
1,500 | $5,505 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
299 | $3,381 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,558 | 99 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $16,085 | 99 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $22,093 | 99 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,578 | 99 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $24,059 | 99 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,003 | 99 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,382 | 99 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||