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Broadridge Financial Solutions shares owned by Optimize Financial

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

Historical chart of Optimize Financial investment in Broadridge Financial Solutions

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Quarterly reported holdings in Broadridge Financial Solutions by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 1.8k 238.17
2025-06-30 $373k 1.5k 243.03
2025-03-31 $374k 1.5k 242.46

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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