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Broadridge Financial Solutions shares owned by Apella Capital

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

Historical chart of Apella Capital investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 1.5k 213.75
2024-06-30 $290k 1.5k 199.99
2024-03-31 $280k 1.4k 207.24
2023-12-31 $266k 1.4k 197.09
2023-09-30 $240k 1.3k 179.05
2023-06-30 $222k 1.3k 165.63
2022-09-30 $241k 1.7k 144.31
2022-06-30 $238k 1.7k 142.52
2022-03-31 $260k 1.7k 155.69

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Apella Capital

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
T. Rowe Price Associates
Jensen Investment Management
Barclays
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco

View all funds holding Broadridge Financial Solutions