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Broadridge Financial Solutions shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 111 204.86
2023-12-31 $23k 111 205.75
2023-09-30 $20k 111 179.05
2023-06-30 $20k 111 176.86
2023-03-31 $16k 111 145.41
2022-12-31 $15k 111 134.13
2022-09-30 $16k 111 144.14
2022-06-30 $16k 111 144.14
2022-03-31 $17k 111 153.15
2021-12-31 $20k 111 180.18
2021-09-30 $18k 111 162.16
2021-03-31 $17k 111 153.15

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
Morgan Stanley
T. Rowe Price Associates
APG All Pensions Group NV
Henderson Group
Geode Capital Management
T. Rowe Price Investment Management
Jensen Investment Management
Stifel Financial
Barclays
Mitsubishi UFJ Asset Management
Wells Fargo & Company
Northern Trust
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions