Broadridge Financial Solutions shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 47k | 238.17 |
| 2025-06-30 | $11M | 44k | 243.03 |
| 2025-03-31 | $7.4M | 30k | 242.46 |
| 2024-12-31 | $6.7M | 30k | 226.09 |
| 2024-09-30 | $5.4M | 25k | 215.03 |
| 2024-06-30 | $4.4M | 23k | 197.00 |
| 2024-03-31 | $3.5M | 17k | 204.90 |
| 2023-09-30 | $961k | 5.4k | 179.06 |
| 2023-06-30 | $1.0M | 6.2k | 165.63 |
| 2023-03-31 | $270k | 1.8k | 146.50 |
| 2022-09-30 | $219k | 1.5k | 144.27 |
| 2021-12-31 | $753k | 4.1k | 182.77 |
| 2021-09-30 | $679k | 4.1k | 166.71 |
| 2021-06-30 | $618k | 3.8k | 161.61 |
| 2021-03-31 | $585k | 3.8k | 153.10 |
| 2020-12-31 | $515k | 3.4k | 153.18 |
| 2020-09-30 | $345k | 2.6k | 132.08 |
| 2020-06-30 | $270k | 2.1k | 125.99 |
| 2019-12-31 | $237k | 1.9k | 123.63 |
| 2019-09-30 | $227k | 1.8k | 124.66 |
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