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Broadridge Financial Solutions shares owned by Level Four Advisory Services

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Level Four Advisory Services from 13F filings

Historical chart of Level Four Advisory Services investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Level Four Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Level Four Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 24k 238.17
2025-06-30 $5.8M 24k 243.03
2025-03-31 $5.7M 24k 242.47
2024-12-31 $5.5M 25k 226.10
2024-09-30 $5.1M 24k 210.86
2024-06-30 $4.4M 23k 197.00

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Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
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
Wells Fargo & Company

View all funds holding Broadridge Financial Solutions