Berger Financial Group, Inc

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1826136 Plymouth, MN

Position in BR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,167,936

-$924,674 QoQ

Shares Held

30,434

-2.9% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#230

of 1,002 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Berger Financial Group, Inc holds $19,726,607 across 3 Information Technology Services names. BR ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	32,864	$9,241,685
2	CDW	CDW Corp	44,916	$6,316,986
3	BR	Broadridge Financial Solutions, Inc. This page	30,434	$4,167,936

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,167,936	30,434	-2.9%	Shares	Sole	2026-08-04
2026-03-31	$5,092,610	31,343	+10.5%	Shares	Sole	2026-04-28
2021-12-31	$5,186,603	28,370	+2.9%	Shares	Sole	2022-01-26
2021-09-30	$4,596,264	27,582	-0.2%	Shares	Sole	2021-10-28
2021-06-30	$4,464,366	27,638	+3.4%	Shares	Sole	2021-07-29
2021-03-31	$4,093,434	26,737	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.