Broadridge Financial Solutions shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Broadridge Financial Solutions
Tip: Access up to 7 years of quarterly data
All positions including Broadridge Financial Solutions held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Broadridge Financial Solutions by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 2.0k | 238.17 |
| 2025-06-30 | $515k | 2.1k | 243.03 |
| 2025-03-31 | $527k | 2.2k | 242.45 |
| 2024-12-31 | $447k | 2.0k | 226.09 |
| 2024-09-30 | $398k | 1.9k | 215.03 |
| 2024-06-30 | $316k | 1.6k | 197.00 |
| 2024-03-31 | $336k | 1.6k | 204.86 |
| 2023-12-31 | $311k | 1.5k | 205.75 |
| 2023-09-30 | $263k | 1.5k | 178.91 |
| 2023-06-30 | $280k | 1.7k | 165.63 |
Top funds holding Broadridge Financial Solutions
View all funds holding Broadridge Financial Solutions