LifeSteps Financial, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1801373
CLAREMONT, CA
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$21,227
-$10,526 QoQ
Shares Held
155
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#879
of 1,005 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LifeSteps Financial, Inc. holds $773,034 across 5 Information Technology Services names. BR ranks #2 (2.7% of the industry book) .
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,227 | 155 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $31,753 | 155 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||