WIMMER ASSOCIATES 1, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1667019
PASADENA, CA
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,098,749
-$346,510 QoQ
Shares Held
8,023
-9.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#413
of 1,005 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, 2026WIMMER ASSOCIATES 1, LLC holds $2,033,209 across 2 Information Technology Services names. BR ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
8,023 | $1,098,749 | |
| 2 | IBM |
International Business Machines Corp
|
3,323 | $934,460 |
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,749 | 8,023 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,445,259 | 8,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,258,480 | 10,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,413,852 | 10,135 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,463,109 | 10,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,455,149 | 10,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,343,648 | 10,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,229,000 | 10,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,033,237 | 10,321 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,120,505 | 10,351 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,132,804 | 10,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,856,032 | 10,366 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,680,647 | 10,147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,487,245 | 10,147 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,440,690 | 10,741 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,548,697 | 10,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,529,704 | 10,731 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,663,917 | 10,686 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,953,614 | 10,686 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,780,715 | 10,686 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,697,357 | 10,508 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,588,106 | 10,373 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,583,475 | 10,336 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,378,212 | 10,441 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $1,316,666 | 10,434 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $986,611 | 10,404 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||