RWA WEALTH PARTNERS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1544576
BOSTON, MA
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$940,161
-$200,286 QoQ
Shares Held
6,865
-2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 1,002 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $16,400,132 across 3 Information Technology Services names. BR ranks #2 (5.7% of the industry book) .
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,161 | 6,865 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,140,447 | 7,019 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,597,450 | 7,158 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,989,672 | 8,354 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,030,272 | 8,354 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,025,510 | 8,354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,505,076 | 11,080 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,476,180 | 6,865 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,352,602 | 6,866 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,406,363 | 6,865 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,411,033 | 6,858 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||