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Broadridge Financial Solutions shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.9M 26k 226.09
2024-09-30 $5.6M 26k 215.03
2024-06-30 $4.9M 25k 197.00
2024-03-31 $4.7M 23k 204.86
2023-12-31 $4.6M 22k 205.75

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)

View all positions for Axxcess Wealth Management

Top funds holding Broadridge Financial Solutions

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

View all funds holding Broadridge Financial Solutions