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Broadridge Financial Solutions shares owned by SYSTM Wealth Solutions

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by SYSTM Wealth Solutions from 13F filings

Historical chart of SYSTM Wealth Solutions investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by SYSTM Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by SYSTM Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 14k 205.40
2023-09-30 $2.5M 14k 179.05
2023-06-30 $2.4M 15k 165.62
2023-03-31 $1.9M 13k 146.57
2022-12-31 $4.0M 30k 134.13

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View all positions for SYSTM Wealth Solutions

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Veritas Investment Partners
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Broadridge Financial Solutions