First Command Financial Services’s Broadridge BR Stock Holding History

First Command Financial Services’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$31.5K	Hold	190	–	–	﹤0.01%	264
2023 Q1	$27.8K	Hold	190	–	–	﹤0.01%	272
2022 Q4	$25K	Hold	190	–	–	﹤0.01%	272
2022 Q3	$27K	Hold	190	–	–	﹤0.01%	264
2022 Q2	$27K	Hold	190	–	–	﹤0.01%	272
2022 Q1	$30K	Buy	+190	New	+$29.2K	﹤0.01%	276
2019 Q3	–	Sell	-118	Closed	-$15K	–	386
2019 Q2	$15K	Hold	118	–	–	0.01%	302
2019 Q1	$12K	Hold	118	–	–	0.01%	318
2018 Q4	$11K	Hold	118	–	–	0.01%	328
2018 Q3	$16K	Hold	118	–	–	﹤0.01%	310
2018 Q2	$14K	Hold	118	–	–	﹤0.01%	322
2018 Q1	$13K	Hold	118	–	–	﹤0.01%	333
2017 Q4	$11K	Hold	118	–	–	0.01%	338
2017 Q3	$10K	Buy	+118	New	+$9.09K	0.01%	337

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Command Financial Services's BR Position: Q2 2023 in Review

First Command Financial Services held its Broadridge (BR) position steady in Q2 2023 at 190 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

First Command Financial Services first reported a position in BR in Q3 2017 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold BR as of Q2 2023.

First Command Financial Services held 190 shares of Broadridge worth $31.5K as of Q2 2023.
First Command Financial Services left its Broadridge share count unchanged in Q2 2023.
Broadridge made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #264 holding.
First Command Financial Services first reported a position in Broadridge in Q3 2017 and has held it in 14 quarters since.
817 funds tracked by Wall St. Rank held Broadridge as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.