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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
2024-03-31 $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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Vanguard Specialized Funds Div App Etf (VIG)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Parnassus Investments

View all funds holding Broadridge Financial Solutions