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Broadridge Financial Solutions shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 14k 215.04
2024-03-31 $2.6M 14k 195.69

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View all positions for Modern Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
T. Rowe Price Associates
Henderson Group
Geode Capital Management
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
Barclays
Jensen Investment Management
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco

View all funds holding Broadridge Financial Solutions