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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

Tip: Access up to 7 years of quarterly data

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

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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
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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Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment 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