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Broadridge Financial Solutions shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 880 238.17
2025-06-30 $217k 893 242.97
2025-03-31 $220k 908 242.42
2024-12-31 $213k 941 226.00
2024-09-30 $237k 1.1k 215.05
2024-06-30 $228k 1.2k 196.97
2024-03-31 $246k 1.2k 205.00
2023-09-30 $222k 1.2k 179.08

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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