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Broadridge Financial Solutions shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Barnes Pettey Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 1.2k 238.17
2025-06-30 $292k 1.2k 243.03
2025-03-31 $291k 1.2k 242.46
2024-12-31 $226k 1.0k 226.09
2024-09-30 $215k 1.0k 215.03
2024-03-31 $205k 1.0k 204.86
2023-12-31 $206k 1.0k 205.75

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
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Raymond James Financial (RJF)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Barnes Pettey Financial Advisors

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