Pinnacle Wealth Management Advisory Group, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1631864 RED BANK, NJ

Back to BR Full portfolio

Position in BR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$275,406

+$28,924 QoQ

Shares Held

2,011

+32.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#678

of 1,006 holders

Holding Since

Dec 2024

7 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

Pinnacle Wealth Management Advisory Group, LLC holds $5,782,265 across 4 Information Technology Services names. BR ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	16,374	$4,604,532
2	ACN	Accenture plc	4,670	$581,134
3	IBEX	IBEX Ltd	10,576	$321,193
4	BR	Broadridge Financial Solutions, Inc. This page	2,011	$275,406

All Filings in BR

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,406	2,011	+32.6%	Shares	Sole	2026-08-05
2026-03-31	$246,482	1,517	-1.6%	Shares	Sole	2026-04-21
2025-12-31	$344,128	1,542	-3.9%	Shares	Sole	2026-02-02
2025-09-30	$382,262	1,605	+0.8%	Shares	Sole	2025-10-20
2025-06-30	$386,903	1,592	+1.0%	Shares	Sole	2025-08-07
2025-03-31	$382,116	1,576	+1.0%	Shares	Sole	2025-05-07
2024-12-31	$352,926	1,561	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.