B. Riley Wealth Advisors, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1464811
MEMPHIS, TN
Position in BR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$207,162
-$129,378 QoQ
Shares Held
1,275
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $12,172,359 across 4 Information Technology Services names.
All Filings in BR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,162 | 1,275 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $336,540 | 1,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,542 | 1,518 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $425,545 | 1,751 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $502,371 | 2,222 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $464,679 | 2,161 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $515,549 | 2,617 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $978,616 | 4,777 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $680,621 | 3,308 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $855,321 | 4,777 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $707,405 | 4,271 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $612,076 | 4,176 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $375,429 | 2,799 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $584,928 | 4,053 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $603,983 | 4,237 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $627,977 | 4,033 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,488,703 | 8,143 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,097,824 | 6,588 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,077,566 | 6,671 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,071,392 | 6,998 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $870,940 | 5,685 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,091,772 | 8,271 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $979,738 | 7,764 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,148,105 | 12,107 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||