West Branch Capital LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1738723
AMHERST, MA
Position in BR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,847
-$1,277 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#937
of 1,005 holders
Holding Since
Jun 2021
21 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, 2026West Branch Capital LLC holds $532,990 across 2 Information Technology Services names. BR ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,871 | $526,143 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
50 | $6,847 |
All Filings in BR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,847 | 50 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,124 | 50 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,158 | 50 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $11,908 | 50 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,151 | 50 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,123 | 50 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,304 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,751 | 50 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,169 | 77 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $15,774 | 77 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,842 | 77 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $13,786 | 77 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $12,753 | 77 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,285 | 77 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $10,328 | 77 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $11,112 | 77 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $10,976 | 77 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,989 | 77 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,077 | 77 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $12,831 | 77 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,437 | 77 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||