Broadridge Financial Solutions shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $840k | 3.8k | 223.21 |
| 2025-09-30 | $894k | 3.8k | 238.18 |
| 2025-06-30 | $911k | 3.7k | 243.04 |
| 2025-03-31 | $867k | 3.6k | 242.51 |
| 2024-12-31 | $1.4M | 6.4k | 226.09 |
| 2024-09-30 | $764k | 3.6k | 215.01 |
| 2024-06-30 | $697k | 3.5k | 197.01 |
| 2024-03-31 | $638k | 3.1k | 204.88 |
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