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Broadridge Financial Solutions shares owned by MBE Wealth Management

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

Historical chart of MBE Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 1.4k 238.16
2025-06-30 $380k 1.6k 243.01
2025-03-31 $357k 1.5k 242.42

More positions owned by MBE Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Defined (DRSK)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Etf Ser Solutions Aptus Large Cap (DUBS)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Drawdown (ADME)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Div Grwth (DGRO)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)

View all positions for MBE 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