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Broadridge Financial Solutions shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 12k 223.25
2025-09-30 $1.4M 6.1k 238.27
2025-06-30 $1.1M 4.7k 243.10
2025-03-31 $1.0M 4.2k 242.52
2019-12-31 $1.6M 13k 123.57
2019-09-30 $1.7M 14k 124.43
2019-06-30 $1.1M 9.0k 127.74
2018-12-31 $326k 2.5k 131.82
2018-09-30 $326k 2.5k 131.82
2018-06-30 $231k 2.0k 115.33

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View all positions for Oakmont Partners

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
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
Wells Fargo & Company

View all funds holding Broadridge Financial Solutions