Sound View Wealth Advisors Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1784777
SAVANNAH, GA
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,727
-$49,142 QoQ
Shares Held
1,473
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#760
of 1,002 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,045,172 across 4 Information Technology Services names. BR ranks #3 (2.0% of the industry book) .
All Filings in BR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,727 | 1,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $250,869 | 1,544 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $345,243 | 1,547 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $368,448 | 1,547 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $375,967 | 1,547 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $375,085 | 1,547 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $349,082 | 1,544 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $339,532 | 1,579 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,500 | 1,500 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $307,290 | 1,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $309,653 | 1,505 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $269,470 | 1,505 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $243,972 | 1,473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $213,992 | 1,460 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $201,865 | 1,505 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $210,851 | 1,461 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $208,265 | 1,461 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $227,803 | 1,463 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $267,100 | 1,461 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $243,461 | 1,461 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $235,995 | 1,461 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $223,679 | 1,461 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $223,825 | 1,461 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||