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Broadridge Financial Solutions shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Peak 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 Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 14k 204.86

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Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Parnassus Investments

View all funds holding Broadridge Financial Solutions