CWS Financial Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1802459
KALAMAZOO, MI
Position in BR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$457,549
-$76,360 QoQ
Shares Held
3,341
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#574
of 1,005 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $2,527,817 across 2 Information Technology Services names. BR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,362 | $2,070,268 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,341 | $457,549 |
All Filings in BR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,549 | 3,341 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $533,909 | 3,286 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $681,338 | 3,053 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $651,394 | 2,735 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $573,064 | 2,358 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $463,341 | 1,911 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $432,057 | 1,911 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $265,777 | 1,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $243,492 | 1,236 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $263,449 | 1,286 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,010,644 | 4,912 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $947,174 | 5,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $876,182 | 5,290 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $788,253 | 5,378 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $785,867 | 5,859 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $777,163 | 5,385 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $767,631 | 5,385 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $913,083 | 5,864 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,072,056 | 5,864 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $944,950 | 5,850 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $897,012 | 5,859 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $897,598 | 5,859 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $773,388 | 5,859 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $739,347 | 5,859 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $415,450 | 4,381 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||