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Broadridge Financial Solutions shares owned by BSW Wealth Partners

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

Historical chart of BSW Wealth Partners investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $365k 1.5k 238.20
2025-06-30 $342k 1.4k 243.02
2025-03-31 $409k 1.7k 242.41
2024-12-31 $370k 1.6k 226.15
2024-09-30 $350k 1.6k 215.05
2024-06-30 $303k 1.5k 196.98
2024-03-31 $303k 1.5k 204.80
2022-09-30 $230k 1.6k 144.02

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core 60/40 Balan (AOR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Gold Tr Ishares New (IAU)

View all positions for BSW Wealth Partners

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