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Broadridge Financial Solutions shares owned by Westover Capital Advisors

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

Historical chart of Westover Capital Advisors investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Westover Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 875 238.17
2025-06-30 $213k 875 243.03
2025-03-31 $217k 895 242.46
2024-12-31 $211k 935 226.09
2024-09-30 $205k 955 215.03
2019-09-30 $393k 3.2k 124.33
2019-06-30 $414k 3.2k 127.70
2019-03-31 $418k 4.0k 103.75
2018-12-31 $402k 4.2k 96.24
2018-09-30 $1.4M 10k 131.91
2018-06-30 $1.2M 11k 115.13
2018-03-31 $471k 4.3k 109.61
2017-12-31 $320k 3.5k 90.68