Composition Wealth, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1585859
LOS ANGELES, CA
Position in BR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$297,729
-$94,335 QoQ
Shares Held
2,174
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#654
of 1,003 holders
Holding Since
Jun 2024
9 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, 2026Composition Wealth, LLC holds $8,637,199 across 6 Information Technology Services names. BR ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
38,428 | $4,781,980 | |
| 2 | IBM |
International Business Machines Corp
|
10,052 | $2,826,722 | |
| 3 | EXLS |
ExlService Holdings, Inc.
|
19,949 | $515,881 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,174 | $297,729 | |
| 5 | WIT |
Wipro Ltd
|
85,163 | $191,616 | |
| 6 | CLVT |
Clarivate PLC
|
10,774 | $23,271 |
All Filings in BR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,729 | 2,174 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $392,064 | 2,413 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $494,098 | 2,214 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $562,557 | 2,362 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $565,044 | 2,325 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $561,052 | 2,314 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $550,076 | 2,433 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $264,271 | 1,229 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $219,655 | 1,115 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||