Heritage Wealth Advisors
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1591122
RICHMOND, VA
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,703
-$54,379 QoQ
Shares Held
2,130
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#662
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, 2026Heritage Wealth Advisors holds $1,659,397 across 5 Information Technology Services names. BR ranks #2 (17.6% of the industry book) .
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,703 | 2,130 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $346,082 | 2,130 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $475,352 | 2,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $507,302 | 2,130 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $517,653 | 2,130 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $516,439 | 2,130 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $483,380 | 2,138 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $459,304 | 2,136 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $419,610 | 2,130 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $436,351 | 2,130 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $464,172 | 2,256 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $403,936 | 2,256 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $373,661 | 2,256 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $330,661 | 2,256 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $304,475 | 2,270 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $327,606 | 2,270 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $328,720 | 2,306 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $362,181 | 2,326 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $438,402 | 2,398 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $399,936 | 2,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $420,624 | 2,604 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $398,672 | 2,604 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $398,932 | 2,604 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $343,728 | 2,604 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $328,598 | 2,604 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $246,937 | 2,604 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||