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Broadridge Financial Solutions shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by CBIZ Investment Advisory Services

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$4.7k	29	163.45
2025-12-31	$8.3k	37	224.14
2025-09-30	$8.6k	36	239.14
2025-06-30	$1.2k	5	243.40
2025-03-31	$485	2	242.50

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Invesco Qqq Tr Unit Ser 1 (QQQ)

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Vanguard Index Fds Mid Cap Etf (VO)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Ishares Tr Core S&p500 Etf (IVV)

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Vanguard Scottsdale Fds Int-term Corp (VCIT)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for CBIZ Investment Advisory Services

Top funds holding Broadridge Financial Solutions

Vanguard Group

BlackRock

Vanguard Capital Management

Vanguard Portfolio Management

State Street Corporation

Alliancebernstein

Geode Capital Management

AQR Capital Management

View all funds holding Broadridge Financial Solutions

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