Davies Financial Advisors »

Broadridge Financial Solutions shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadridge Financial Solutions by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 1.1k 238.17
2025-06-30 $272k 1.1k 243.03
2025-03-31 $271k 1.1k 242.46
2024-12-31 $253k 1.1k 226.09
2024-09-30 $241k 1.1k 215.03
2024-06-30 $220k 1.1k 197.00
2024-03-31 $229k 1.1k 204.86

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial 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