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Broadridge Financial Solutions shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7k 12 223.25
2025-06-30 $244 1 244.00
2025-03-31 $243 1 243.00
2024-12-31 $227 1 227.00

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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
Ameriprise Financial
Northern Trust
Norges Bank Investment Management
Invesco
Van Eck Associates Corp.
Stifel Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions