SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1080576
JACKSON, TN
Position in BR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$368,342
-$47,870 QoQ
Shares Held
2,267
+21.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $1,904,756 across 2 Information Technology Services names.
All Filings in BR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,342 | 2,267 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $416,212 | 1,865 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $442,281 | 1,857 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $432,107 | 1,778 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $467,220 | 1,927 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $389,326 | 1,722 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $350,283 | 1,629 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $222,216 | 1,128 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $236,613 | 1,155 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $226,119 | 1,099 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $174,215 | 973 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $234,035 | 1,413 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,999 | 1,385 | Shares | Sole | 2023-05-05 | |
| 2022-09-30 | $140,423 | 973 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $184,602 | 1,295 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||