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CONFLUENCE INVESTMENT MANAGEMENT LLC → BR
CONFLUENCE INVESTMENT MANAGEMENT LLC BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
10
Latest value
$430K
Q3 2026
Peak value
$138.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $138.5M |
| Q3 2025 | $617K |
| Q4 2025 | $123.6M |
| Q4 2025 | $582K |
| Q1 2026 | $86.4M |
| Q1 2026 | $432K |
| Q2 2026 | $71.3M |
| Q2 2026 | $332K |
| Q3 2026 | $81.4M |
| Q3 2026 | $430K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $430K | 2.7K | — | — |
| Q3 2026 | $81.4M | 505.3K | — | — |
| Q2 2026 | $332K | 2.4K | — | — |
| Q2 2026 | $71.3M | 520.9K | — | — |
| Q1 2026 | $432K | 2.7K | — | — |
| Q1 2026 | $86.4M | 531.7K | — | — |
| Q4 2025 | $582K | 2.6K | — | — |
| Q4 2025 | $123.6M | 553.9K | — | — |
| Q3 2025 | $617K | 2.6K | — | — |
| Q3 2025 | $138.5M | 581.3K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M