Mascoma Wealth Management LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1695664
HANOVER, NH
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,201
-$2,834 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#889
of 1,003 holders
Holding Since
Mar 2021
21 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, 2026Mascoma Wealth Management LLC holds $249,879 across 7 Information Technology Services names. BR ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
795 | $223,561 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
111 | $15,201 | |
| 3 | ACN |
Accenture plc
|
82 | $10,204 | |
| 4 | CDW |
CDW Corp
|
3 | $421 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
12 | $310 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
11 | $124 | |
| 7 | CNDT |
CONDUENT Inc
|
40 | $58 |
All Filings in BR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,201 | 111 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,035 | 111 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,771 | 111 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $26,436 | 111 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $26,976 | 111 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,913 | 111 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $82,748 | 366 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,700 | 366 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $72,102 | 366 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,739 | 111 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $22,838 | 111 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $19,874 | 111 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,384 | 111 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,269 | 111 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $14,888 | 111 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $16,019 | 111 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $15,823 | 111 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $17,283 | 111 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $20,293 | 111 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,497 | 111 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $16,994 | 111 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||