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Broadridge Financial Solutions shares owned by Waterloo Capital

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Broadridge Financial Solutions

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All positions including Broadridge Financial Solutions held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.3M 7.2k 179.06
2023-06-30 $1.1M 6.9k 165.63
2023-03-31 $1.0M 6.9k 146.57
2020-03-31 $661k 7.0k 94.79

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View all positions for Waterloo Capital

Top funds holding Broadridge Financial Solutions

Vanguard Group
T. Rowe Price Associates
Henderson Group
Jensen Investment Management
Barclays
Stifel Financial
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Bahl & Gaynor
Legal & General Group
Franklin Resources
Bank of New York Mellon
Dimensional Fund Advisors
Fayez Sarofim & Co
Parnassus Investments

View all funds holding Broadridge Financial Solutions