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Broadridge Financial Solutions shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Burling 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 4.7k 238.17
2025-06-30 $1.2M 4.9k 243.03
2025-03-31 $1.5M 6.3k 242.46

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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