Quaker Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1733472
MOORESTOWN, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$821
+$659 QoQ
Shares Held
6
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#980
of 1,003 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Derivatives in BR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$242
PutShares
1
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Quaker Wealth Management, LLC holds $150,870 across 11 Information Technology Services names. BR ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
287 | $80,707 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
937 | $36,430 | |
| 3 | ACN |
Accenture plc
|
150 | $18,666 | |
| 4 | HCKT |
Hackett Group, Inc.
|
1,143 | $12,310 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
6 | $821 | |
| 6 | IT |
Gartner Inc
|
5 | $648 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
15 | $387 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
9 | $348 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $821 | 6 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $162 | 1 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $242 | 1 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||