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Broadridge Financial Solutions shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $97M 407k 238.17
2025-06-30 $99M 405k 243.03
2025-03-31 $99M 408k 242.46
2024-12-31 $5.4M 24k 226.09
2024-09-30 $7.5M 35k 215.03
2024-06-30 $6.8M 35k 197.00
2024-03-31 $6.1M 30k 204.86
2023-12-31 $7.6M 37k 205.75
2023-09-30 $5.8M 33k 179.05
2023-06-30 $5.4M 33k 165.63
2023-03-31 $5.1M 35k 146.57
2022-12-31 $5.9M 44k 134.13
2022-09-30 $6.1M 42k 144.32
2022-06-30 $6.4M 45k 142.55
2022-03-31 $6.3M 40k 156.35
2021-12-31 $7.1M 39k 183.45
2021-09-30 $5.5M 33k 167.29
2021-06-30 $5.4M 33k 162.11
2021-03-31 $5.1M 33k 153.66
2020-12-31 $5.8M 38k 153.79
2020-09-30 $5.1M 38k 134.52
2020-06-30 $5.1M 40k 127.82
2020-03-31 $3.1M 34k 91.86
2019-12-31 $4.5M 36k 124.32
2019-09-30 $766k 6.1k 124.92
2019-06-30 $814k 6.4k 128.09
2019-03-31 $98k 937 104.59
2018-12-31 $56k 578 96.89
2018-09-30 $79k 600 131.67
2018-06-30 $73k 633 115.32
2018-03-31 $176k 1.6k 107.58
2017-12-31 $133k 1.5k 91.10

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Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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