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Broadridge Financial Solutions shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$485k	3.5k	136.95
2024-06-30	$397k	2.0k	197.00
2021-12-31	$9.0k	50	180.00

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View all positions for Confluence Wealth Services

Top funds holding Broadridge Financial Solutions

Vanguard Capital Management

Vanguard Portfolio Management

State Street Corporation

Charles Schwab Investment Management

Sixth Street Partners Management Company

Geode Capital Management

Henderson Group

Alliancebernstein

Van Eck Associates Corp.

View all funds holding Broadridge Financial Solutions

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