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Broadridge Financial Solutions shares owned by Seaside Wealth Management

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

Historical chart of Seaside Wealth Management investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $261k 1.2k 226.01
2024-09-30 $247k 1.2k 215.00
2024-03-31 $234k 1.1k 204.81
2023-12-31 $234k 1.1k 205.77
2023-09-30 $203k 1.1k 179.05

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Real Estate Etf (AVRE)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
CVB Financial (CVBF)

View all positions for Seaside Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Henderson Group
Geode Capital Management
APG All Pensions Group NV
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
T. Rowe Price Associates
Jensen Investment Management
Barclays
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco
Northern Trust

View all funds holding Broadridge Financial Solutions