Broadridge Financial Solutions shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 2.9k | 238.19 |
| 2025-06-30 | $735k | 3.0k | 243.03 |
| 2025-03-31 | $756k | 3.1k | 242.47 |
| 2024-12-31 | $735k | 3.3k | 226.07 |
| 2024-09-30 | $1.5M | 7.1k | 215.04 |
| 2024-06-30 | $767k | 3.9k | 197.02 |
| 2023-09-30 | $671k | 3.7k | 179.06 |
| 2023-03-31 | $541k | 3.7k | 146.58 |
| 2021-03-31 | $498k | 3.2k | 153.56 |
| 2020-12-31 | $468k | 3.0k | 153.64 |
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