Triangle Securities Wealth Management
Broker-DealerPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1541353
RALEIGH, NC
Position in BR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$282,664
-$248,645 QoQ
Shares Held
2,064
-36.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#666
of 1,003 holders
Holding Since
Mar 2020
10 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, 2026Triangle Securities Wealth Management holds $1,201,376 across 2 Information Technology Services names. BR ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,267 | $918,712 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,064 | $282,664 |
All Filings in BR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,664 | 2,064 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $531,309 | 3,270 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $838,226 | 3,756 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $832,642 | 3,496 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $784,014 | 3,226 | Shares | Sole | 2025-07-10 | |
| 2021-03-31 | $1,062,054 | 6,937 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,062,748 | 6,937 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $907,764 | 6,877 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $883,582 | 7,002 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $597,523 | 6,301 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||