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Broadridge Financial Solutions shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 1.0k 223.18
2025-09-30 $277k 1.2k 238.11
2025-06-30 $273k 1.1k 242.50
2025-03-31 $273k 1.1k 242.50

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Bestgate Wealth Advisors

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Ameriprise Financial
Northern Trust
Norges Bank Investment Management
Invesco
Van Eck Associates Corp.
Stifel Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions