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Crown Oak Advisors, LLC BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.3M |
| Q4 2025 | $8.4M |
| Q1 2026 | $6.2M |
| Q2 2026 | $5.2M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 37.6K | — | — |
| Q2 2026 | $5.2M | 38.3K | — | — |
| Q1 2026 | $6.2M | 38.4K | — | — |
| Q4 2025 | $8.4M | 37.6K | — | — |
| Q3 2025 | $9.3M | 38.1K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M