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Broadridge Financial Solutions shares owned by Dynasty Wealth Management

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

Historical chart of Dynasty Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 5.5k 238.17
2025-06-30 $1.6M 6.5k 243.03
2025-03-31 $1.6M 6.6k 242.45
2024-12-31 $1.5M 6.8k 226.10
2024-09-30 $1.4M 6.3k 215.03
2024-06-30 $1.3M 6.4k 197.01
2024-03-31 $1.3M 6.1k 204.87

More positions owned by Dynasty Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Dynasty Wealth Management

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