Broadridge Financial Solutions shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $23M | 104k | 223.17 |
| 2025-06-30 | $1.6M | 6.8k | 243.03 |
| 2025-03-31 | $1.4M | 6.0k | 242.45 |
| 2024-12-31 | $1.3M | 6.0k | 226.08 |
| 2024-09-30 | $1.3M | 6.2k | 215.02 |
| 2024-06-30 | $1.7M | 8.6k | 196.99 |
| 2024-03-31 | $1.9M | 9.4k | 204.85 |
| 2023-12-31 | $1.9M | 9.0k | 205.75 |
| 2023-09-30 | $1.1M | 6.3k | 179.05 |
| 2023-06-30 | $681k | 1.5k | 449.44 |
| 2023-03-31 | $469k | 12k | 37.94 |
| 2022-12-31 | $215k | 1.6k | 134.09 |
Top funds holding Broadridge Financial Solutions
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