Broadridge Financial Solutions shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Broadridge Financial Solutions
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Quarterly reported holdings in Broadridge Financial Solutions by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 10k | 238.17 |
| 2025-06-30 | $2.7M | 11k | 243.03 |
| 2025-03-31 | $3.1M | 13k | 242.46 |
| 2024-12-31 | $2.8M | 12k | 226.09 |
| 2024-09-30 | $2.6M | 12k | 215.03 |
| 2024-06-30 | $2.4M | 12k | 197.00 |
| 2024-03-31 | $2.2M | 11k | 204.86 |
| 2023-12-31 | $1.7M | 8.1k | 205.75 |
| 2023-09-30 | $1.3M | 7.3k | 179.05 |
| 2023-06-30 | $1.1M | 6.5k | 165.63 |
| 2023-03-31 | $655k | 4.5k | 146.57 |
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