Segment Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1575581
HOUSTON, TX
Position in BR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$324,708
-$69,306 QoQ
Shares Held
2,371
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#638
of 1,006 holders
Holding Since
Mar 2020
26 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, 2026Segment Wealth Management, LLC holds $565,986 across 2 Information Technology Services names. BR ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,371 | $324,708 | |
| 2 | IBM |
International Business Machines Corp
|
858 | $241,278 |
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,708 | 2,371 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $394,014 | 2,425 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $529,136 | 2,371 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $564,701 | 2,371 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $576,224 | 2,371 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $574,872 | 2,371 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $507,345 | 2,244 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $482,527 | 2,244 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $442,068 | 2,244 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $459,705 | 2,244 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $461,703 | 2,244 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $401,788 | 2,244 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $371,673 | 2,244 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $328,903 | 2,244 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $300,987 | 2,244 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $323,854 | 2,244 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $319,882 | 2,244 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $349,413 | 2,244 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $410,248 | 2,244 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $373,940 | 2,244 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $362,473 | 2,244 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $343,556 | 2,244 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $343,780 | 2,244 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $296,208 | 2,244 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $283,170 | 2,244 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $212,798 | 2,244 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||