MITCHELL MCLEOD PUGH & WILLIAMS INC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1632105
MOBILE, AL
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$213,231
-$68,183 QoQ
Shares Held
1,557
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#746
of 1,005 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $4,280,090 across 2 Information Technology Services names. BR ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,462 | $4,066,859 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,557 | $213,231 |
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,231 | 1,557 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $281,414 | 1,732 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $386,529 | 1,732 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $418,463 | 1,757 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $488,976 | 2,012 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $493,891 | 2,037 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $466,197 | 2,062 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $682,075 | 3,172 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $627,642 | 3,186 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $656,781 | 3,206 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $659,634 | 3,206 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $574,034 | 3,206 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $531,009 | 3,206 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $469,903 | 3,206 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $439,812 | 3,279 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $473,225 | 3,279 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $380,180 | 2,667 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $415,278 | 2,667 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $491,237 | 2,687 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $447,761 | 2,687 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $434,031 | 2,687 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $411,379 | 2,687 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $418,389 | 2,731 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $380,820 | 2,885 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $406,962 | 3,225 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $315,309 | 3,325 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||