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Broadridge Financial Solutions shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $25k 117 215.91
2024-06-30 $23k 118 198.20
2024-03-31 $24k 118 206.08

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Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
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

View all funds holding Broadridge Financial Solutions