Simplicity Wealth »

Broadridge Financial Solutions shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadridge Financial Solutions by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $850k 4.0k 215.03
2024-06-30 $3.2M 16k 197.00
2024-03-31 $3.3M 16k 204.86
2023-12-31 $483k 2.3k 205.75

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
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

View all funds holding Broadridge Financial Solutions