Broadridge Financial Solutions shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Broadridge Financial Solutions
Tip: Access up to 7 years of quarterly data
All positions including Broadridge Financial Solutions held by Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadridge Financial Solutions by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.1M | 4.7k | 243.03 |
| 2025-03-31 | $1.1M | 4.7k | 242.46 |
| 2024-12-31 | $1.1M | 4.7k | 226.09 |
| 2024-09-30 | $1.1M | 5.0k | 215.03 |
| 2024-06-30 | $973k | 4.9k | 197.00 |
| 2024-03-31 | $1.0M | 5.0k | 204.86 |
| 2023-12-31 | $1.0M | 5.0k | 205.75 |
| 2023-09-30 | $901k | 5.0k | 179.05 |
| 2023-06-30 | $1.1M | 6.9k | 165.63 |
| 2023-03-31 | $1.0M | 6.9k | 146.57 |
| 2022-12-31 | $938k | 7.0k | 134.13 |
| 2022-09-30 | $980k | 6.8k | 144.31 |
| 2022-06-30 | $933k | 6.5k | 142.57 |
| 2022-03-31 | $1.2M | 6.4k | 182.75 |
| 2021-12-31 | $1.2M | 6.4k | 182.75 |
| 2021-09-30 | $1.0M | 6.0k | 166.64 |
| 2021-06-30 | $939k | 5.8k | 161.56 |
| 2021-03-31 | $859k | 5.6k | 153.17 |
| 2020-12-31 | $859k | 5.6k | 153.17 |
| 2020-09-30 | $740k | 5.6k | 131.95 |
| 2020-06-30 | $708k | 5.6k | 126.25 |
| 2020-03-31 | $532k | 5.6k | 94.86 |
| 2019-12-31 | $415k | 3.4k | 123.40 |
Top funds holding Broadridge Financial Solutions
View all funds holding Broadridge Financial Solutions