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Broadridge Financial Solutions shares owned by United Advisor Group

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 3.3k 238.17
2025-06-30 $731k 3.0k 243.03
2025-03-31 $706k 2.9k 242.46
2024-12-31 $636k 2.8k 226.09
2024-09-30 $518k 2.4k 215.03
2024-06-30 $417k 2.1k 197.00

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Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Northern Trust
Stifel Financial
APG All Pensions Group NV
Invesco
Ameriprise Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions