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Broadridge Financial Solutions shares owned by Occidental Asset Management

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

Historical chart of Occidental Asset Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 21k 238.17
2025-06-30 $5.0M 21k 243.03
2024-12-31 $4.4M 19k 226.09
2024-09-30 $3.9M 18k 215.03
2024-06-30 $3.4M 17k 197.00
2024-03-31 $3.3M 16k 204.86
2023-12-31 $3.2M 15k 205.75
2023-09-30 $2.7M 15k 179.05
2023-06-30 $2.5M 15k 165.63
2023-03-31 $2.1M 14k 146.57
2022-12-31 $1.8M 14k 134.13
2022-09-30 $1.9M 13k 144.29
2022-06-30 $1.8M 13k 142.58
2022-03-31 $1.9M 12k 155.73
2021-12-31 $2.2M 12k 182.81
2021-09-30 $1.9M 12k 166.64
2021-06-30 $1.8M 11k 161.55
2021-03-31 $1.7M 11k 153.09
2020-12-31 $1.5M 9.6k 153.18
2020-09-30 $1.2M 9.3k 131.98
2020-06-30 $1.2M 9.6k 126.14
2020-03-31 $892k 9.4k 94.80
2019-12-31 $1.0M 8.5k 123.57
2019-09-30 $1.0M 8.2k 124.37
2019-06-30 $1.0M 8.0k 127.70
2019-03-31 $850k 8.2k 103.70
2018-12-31 $742k 7.7k 96.29
2018-09-30 $974k 7.4k 132.01
2018-06-30 $813k 7.1k 115.11
2018-03-31 $618k 6.8k 90.51
2017-12-31 $618k 6.8k 90.51
2017-09-30 $548k 6.8k 80.89
2017-06-30 $501k 6.6k 75.49
2017-03-31 $429k 6.3k 67.94
2016-12-31 $351k 5.3k 66.25
2016-09-30 $273k 4.0k 67.81
2016-06-30 $251k 3.9k 65.09
2016-03-31 $216k 3.6k 59.21
2015-09-30 $202k 3.6k 55.37
2015-03-31 $201k 3.6k 55.10

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View all positions for Occidental Asset Management

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