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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1631073 WASHINGTON, DC
Back to BR Full portfolio

Position in BR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$2,465
-$1,272 QoQ
Shares Held
18
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#960
of 1,006 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $147,438 across 23 Information Technology Services names. BR ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ACN
Accenture plc
 377 $46,913
2 IBM
International Business Machines Corp
 166 $46,680
3 CTSH
Cognizant Technology Solutions Corp
 380 $14,717
4 INFY
Infosys Ltd
 726 $7,615
5 WIT
Wipro Ltd
 2,784 $6,264
6 FIS
Fidelity National Information Services, Inc.
 130 $5,054
7 III
Information Services Group Inc.
 1,008 $4,142
8 CDW
CDW Corp
 25 $3,516

All Filings in BR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,465 18
2026-03-31 $3,737 23
2025-12-31 $2,454 11
2025-09-30 $2,619 11
2025-06-30 $2,673 11
2025-03-31 $2,667 11
2024-12-31 $2,486 11
2024-09-30 $2,365 11
2024-06-30 $2,167 11
2024-03-31 $2,253 11
2023-12-31 $2,263 11
2023-09-30 $1,969 11
2023-06-30 $1,821 11
2023-03-31 $1,612 11
2022-12-31 $1,475 11
2022-09-30 $1,587 11
2022-06-30 $1,568 11
2022-03-31 $1,712 11
2021-12-31 $2,011 11
2021-09-30 $1,833 11
2021-06-30 $1,776 11
2021-03-31 $1,684 11
2020-12-31 $1,685 11
2020-09-30 $1,452 11
2020-06-30 $1,388 11
2020-03-31 $1,043 11

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