Broadridge Financial Solutions shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $651k | 2.7k | 238.17 |
| 2025-06-30 | $573k | 2.4k | 243.03 |
| 2025-03-31 | $463k | 1.9k | 242.46 |
| 2024-12-31 | $432k | 1.9k | 226.09 |
| 2024-09-30 | $266k | 1.2k | 215.03 |
| 2024-06-30 | $244k | 1.2k | 197.00 |
| 2024-03-31 | $263k | 1.3k | 204.86 |
| 2023-12-31 | $1.0M | 4.9k | 205.75 |
| 2023-09-30 | $947k | 5.3k | 179.05 |
| 2023-06-30 | $876k | 5.3k | 165.63 |
| 2023-03-31 | $788k | 5.4k | 146.57 |
| 2022-12-31 | $897k | 5.9k | 153.10 |
| 2022-09-30 | $777k | 5.4k | 144.29 |
| 2022-06-30 | $768k | 5.4k | 142.62 |
| 2022-03-31 | $913k | 5.9k | 155.70 |
| 2021-12-31 | $1.1M | 5.9k | 182.81 |
| 2021-06-30 | $945k | 5.9k | 161.54 |
| 2021-03-31 | $897k | 5.9k | 153.10 |
| 2020-12-31 | $898k | 5.9k | 153.27 |
| 2020-09-30 | $773k | 5.9k | 131.93 |
| 2020-06-30 | $739k | 5.9k | 126.13 |
| 2020-03-31 | $541k | 4.4k | 123.49 |
| 2019-12-31 | $541k | 4.4k | 123.49 |
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