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Broadridge Financial Solutions shares owned by American Trust

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

Historical chart of American Trust investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 11k 238.17
2025-06-30 $2.6M 11k 243.03
2025-03-31 $2.6M 11k 242.46
2024-12-31 $2.4M 11k 226.09
2024-09-30 $2.2M 10k 215.03

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Northern Trust
Stifel Financial
APG All Pensions Group NV
Invesco
Ameriprise Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions