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Broadridge Financial Solutions shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Forza 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $624k 2.9k 215.03
2024-06-30 $591k 3.0k 197.00
2024-03-31 $615k 3.0k 204.86
2023-12-31 $648k 3.2k 205.75
2023-09-30 $1.0M 5.8k 179.05
2023-06-30 $957k 5.8k 165.63
2023-03-31 $832k 5.7k 146.57

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View all positions for Forza Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
T. Rowe Price Associates
Jensen Investment Management
Barclays
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco

View all funds holding Broadridge Financial Solutions