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Broadridge Financial Solutions shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Broadridge Financial Solutions

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

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Quarterly reported holdings in Broadridge Financial Solutions by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 1.2k 193.61
2023-12-31 $253k 1.3k 201.23
2023-09-30 $226k 1.3k 175.90
2023-06-30 $214k 1.3k 165.63

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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