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Broadridge Financial Solutions shares owned by Gibbs Wealth Management

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

Historical chart of Gibbs Wealth Management investment in Broadridge Financial Solutions

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $635k 2.7k 238.18
2025-06-30 $785k 3.2k 243.01
2025-03-31 $650k 2.7k 242.46
2024-12-31 $457k 2.0k 226.09
2024-09-30 $351k 1.6k 215.03
2024-06-30 $282k 1.4k 197.00

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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs 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