Measured Wealth Private Client Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,431
-$31,086 QoQ
Shares Held
193
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#867
of 1,006 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $227,220 across 8 Information Technology Services names. BR ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
712 | $88,601 | |
| 2 | IBM |
International Business Machines Corp
|
286 | $80,426 | |
| 3 | CACI |
Caci International Inc /De/
|
60 | $27,795 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
193 | $26,431 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
350 | $3,958 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
0 | $6 | |
| 7 | WIT |
Wipro Ltd
|
1 | $2 | |
| 8 | INFY |
Infosys Ltd
|
0 | $1 |
All Filings in BR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,431 | 193 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $57,517 | 354 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $72,307 | 324 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $77,167 | 324 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||