Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$367,162
-$68,446 QoQ
Shares Held
2,681
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#620
of 1,003 holders
Holding Since
Sep 2020
24 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, 2026WealthTrust Axiom LLC holds $11,927,705 across 2 Information Technology Services names. BR ranks #2 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
41,110 | $11,560,543 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,681 | $367,162 |
All Filings in BR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,162 | 2,681 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $435,608 | 2,681 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $598,318 | 2,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $638,533 | 2,681 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $651,563 | 2,681 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $650,035 | 2,681 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $606,147 | 2,681 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $576,495 | 2,681 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $528,157 | 2,681 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $549,229 | 2,681 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $551,615 | 2,681 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $480,033 | 2,681 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $444,054 | 2,681 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $392,954 | 2,681 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $359,602 | 2,681 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $386,921 | 2,681 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $382,176 | 2,681 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $417,458 | 2,681 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $490,140 | 2,681 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $446,761 | 2,681 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $433,061 | 2,681 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $410,461 | 2,681 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $410,729 | 2,681 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $353,892 | 2,681 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||