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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

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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
2024-09-30 $2.5M 12k 215.26
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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Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Sbi Int-utils (XLU)
NVIDIA Corporation (NVDA)
Ishares Tr Rusel 2500 Etf (SMMD)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Coldstream Capital Management

Top funds holding Broadridge Financial Solutions

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

View all funds holding Broadridge Financial Solutions