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Broadridge Financial Solutions shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 11k 196.99
2024-03-31 $2.2M 11k 204.85
2023-12-31 $2.5M 12k 205.74
2023-09-30 $2.1M 12k 179.04
2023-06-30 $1.9M 12k 165.63
2023-03-31 $1.7M 12k 146.57
2022-12-31 $1.6M 12k 134.13
2022-06-30 $1.6M 12k 142.54
2022-03-31 $1.7M 11k 155.67
2021-12-31 $2.6M 14k 182.84
2021-09-30 $976k 7.4k 131.93
2021-06-30 $2.9M 18k 161.52
2021-03-31 $1.1M 7.4k 153.04
2020-12-31 $1.1M 7.5k 153.20
2020-09-30 $931k 7.1k 131.96
2020-06-30 $894k 7.1k 126.22
2020-03-31 $718k 7.6k 94.71
2019-12-31 $1.1M 8.5k 123.55
2019-09-30 $1.1M 8.8k 124.47
2019-06-30 $1.2M 9.1k 127.57
2019-03-31 $951k 9.2k 103.62
2018-12-31 $1.2M 12k 96.24
2018-09-30 $1.6M 12k 131.94
2018-06-30 $1.3M 12k 115.05
2018-03-31 $1.3M 12k 109.71
2017-12-31 $1.0M 11k 90.54
2017-09-30 $911k 11k 80.84
2017-06-30 $828k 11k 75.58
2017-03-31 $680k 10k 67.93
2016-12-31 $623k 9.4k 66.29
2016-09-30 $461k 6.8k 67.75
2016-06-30 $2.5M 39k 65.21
2016-03-31 $378k 6.4k 59.24
2015-12-31 $298k 5.6k 53.66
2015-09-30 $309k 5.6k 55.33
2015-06-30 $238k 4.8k 49.96

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Vanguard Index Fds Large Cap Etf (VV)
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Ishares Tr Rusel 2500 Etf (SMMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Coldstream Capital Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
T. Rowe Price Associates
APG All Pensions Group NV
Henderson Group
Capital Research and Management Company - Division 3
Geode Capital Management
T. Rowe Price Investment Management
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Invesco

View all funds holding Broadridge Financial Solutions