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Broadridge Financial Solutions shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Trueblood 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 6.7k 223.18
2025-09-30 $1.7M 6.9k 238.16
2025-06-30 $1.7M 7.0k 243.03
2025-03-31 $1.7M 7.0k 242.46
2024-12-31 $1.5M 6.8k 226.09
2024-03-31 $1.4M 6.8k 204.86
2023-12-31 $1.4M 7.0k 205.75

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View all positions for Trueblood Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Ameriprise Financial
Northern Trust
Norges Bank Investment Management
Invesco
Van Eck Associates Corp.
Stifel Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions