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Broadridge Financial Solutions shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $954k 6.0k 159.98
2025-12-31 $1.3M 5.9k 223.16

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Top funds holding Broadridge Financial Solutions

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Charles Schwab Investment Management
Sixth Street Partners Management Company
Geode Capital Management
Henderson Group
Alliancebernstein
Invesco
Morgan Stanley
Jupiter Topco
Van Eck Associates Corp.
Northern Trust
Barclays

View all funds holding Broadridge Financial Solutions