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Broadridge Financial Solutions shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 905 238.17
2025-06-30 $220k 905 243.03

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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