Legacy Capital Wealth Partners, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1766228 LITTLE ROCK, AR

Position in BR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$448,374

-$41,340 QoQ

Shares Held

3,274

+8.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#577

of 1,006 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $712,559 across 2 Information Technology Services names. BR ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BR	Broadridge Financial Solutions, Inc. This page	3,274	$448,374
2	JKHY	Jack Henry & Associates Inc	1,918	$264,185

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,374	3,274	+8.6%	Shares	Sole	2026-08-12
2026-03-31	$489,714	3,014	+3.5%	Shares	Sole	2026-05-15
2025-12-31	$650,094	2,913	-1.2%	Shares	Sole	2026-01-16
2025-09-30	$702,125	2,948	-2.5%	Shares	Sole	2025-11-13
2025-06-30	$735,165	3,025	-3.0%	Shares	Sole	2025-08-13
2025-03-31	$756,232	3,119	-4.0%	Shares	Sole	2025-05-02
2024-12-31	$734,792	3,250	-54.3%	Shares	Sole	2025-01-30
2024-09-30	$1,528,218	7,107	+82.7%	Shares	Sole	2024-11-04
2024-06-30	$766,527	3,891	+5.0%	Shares	Sole	2024-08-02
2023-12-31	$762,303	3,705	-1.1%	Shares	Sole	2024-02-05
2023-09-30	$670,721	3,746	+1.4%	Shares	Sole	2023-10-16
2023-03-31	$541,283	3,693	+13.9%	Shares	Sole	2023-05-10
2021-03-31	$496,503	3,243	+6.5%	Shares	Sole	2021-05-14
2020-12-31	$466,647	3,046	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.