Wakefield Asset Management LLLP
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1600435
Englewood, CO
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$261,026
New position
Shares Held
1,906
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#690
of 1,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Wakefield Asset Management LLLP holds $502,378 across 2 Information Technology Services names. BR ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,906 | $261,026 | |
| 2 | IT |
Gartner Inc
|
1,862 | $241,352 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,026 | 1,906 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||