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Broadridge Financial Solutions shares owned by Asset Planning

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

Historical chart of Asset Planning investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $24k 99 238.17
2025-06-30 $24k 99 243.03
2025-03-31 $24k 99 242.46
2024-12-31 $22k 99 226.09

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Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
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
Wells Fargo & Company

View all funds holding Broadridge Financial Solutions