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Broadridge Financial Solutions shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $217k 893 242.46
2024-12-31 $200k 885 226.09
2022-03-31 $216k 1.4k 155.84
2021-12-31 $259k 1.4k 183.04
2021-09-30 $238k 1.4k 166.32

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

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