Advocacy Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1569452
ATLANTA, GA
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$766,646
-$164,689 QoQ
Shares Held
5,598
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#484
of 1,006 holders
Holding Since
Sep 2025
4 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, 2026Advocacy Wealth Management, LLC holds $766,646 across 1 Information Technology Services name. BR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,598 | $766,646 |
All Filings in BR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,646 | 5,598 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $931,335 | 5,732 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $977,261 | 4,379 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,135,118 | 4,766 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||