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Broadridge Financial Solutions shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in Broadridge Financial Solutions

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 1.7k 238.13
2025-06-30 $400k 1.6k 243.00
2025-03-31 $364k 1.5k 242.47
2024-12-31 $317k 1.4k 226.14
2024-09-30 $256k 1.2k 215.03

More positions owned by Kfg Wealth Management

Fidelity Covington Trust Enhanced Large (FELC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Inflation Prote (DFIP)
Apple (AAPL)

View all positions for Kfg 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