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Broadridge Financial Solutions shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Broadridge Financial Solutions by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 185 162.48

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Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Alliancebernstein
Geode Capital Management
Henderson Group
Morgan Stanley
Invesco
Barclays
Ameriprise Financial
Northern Trust
Goldman Sachs Group
AQR Capital Management

View all funds holding Broadridge Financial Solutions