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Broadridge Financial Solutions shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $431k 1.8k 238.17
2025-06-30 $441k 1.8k 242.97
2025-03-31 $431k 1.8k 242.47
2024-12-31 $360k 1.6k 226.02
2024-09-30 $382k 1.8k 215.03
2024-06-30 $312k 1.5k 204.85
2024-03-31 $312k 1.5k 204.85
2023-12-31 $607k 2.9k 205.78
2023-09-30 $507k 2.8k 179.04

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

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