BR — BROADRIDGE FINANCIAL SOLUTIO

Ownership history in Westover Capital Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Westover Capital Advisors, LLC reported a position in BROADRIDGE FINANCIAL SOLUTIO (BR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.69% (2018 Q3)
Avg. % of fund
0.22%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 875 — 0% 0.04% $208K $237.17
2025 Q2 REDUCED 875 -20 -2.2% 0.04% $213K $241.06
2025 Q1 REDUCED 895 -40 -4.3% 0.05% $217K $239.62
2024 Q4 REDUCED 935 -20 -2.1% 0.05% $211K $222.57
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BR price (monthly, adj. close)

Other funds also holding BR

As of 2025 Q4 — sorted by position size

SANTA MONICA PARTNERS LP 3Y 7Y 5.52% Navera Investment Management Ltd. 3Y 5.11% Crown Oak Advisors, LLC 3.98% KELLY LAWRENCE W & ASSOCIATES INC/CA 3Y 7Y 3.32% Palmer Knight Co 3Y 7Y 2.88% JENSEN INVESTMENT MANAGEMENT INC 3Y 7Y 2.7% Walter Public Investments Inc. 3Y 2.59% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 2.54% McCollum Christoferson Group LLC 3Y 7Y 2.43% WENDELL DAVID ASSOCIATES INC 3Y 7Y 2.27%
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