WOLFF WIESE MAGANA LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1832097
CARSLBAD, CA
Position in BR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$13,695
-$3,365 QoQ
Shares Held
100
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#896
of 1,002 holders
Holding Since
Jun 2021
10 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, 2026WOLFF WIESE MAGANA LLC holds $2,292,580 across 10 Information Technology Services names. BR ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,727 | $2,172,909 | |
| 2 | CACI |
Caci International Inc /De/
|
199 | $92,188 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
100 | $13,695 | |
| 4 | DXC |
DXC Technology Co
|
591 | $5,230 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
25 | $3,443 | |
| 6 | CDW |
CDW Corp
|
15 | $2,109 | |
| 7 | IT |
Gartner Inc
|
10 | $1,296 | |
| 8 | PSN |
Parsons Corp
|
21 | $1,100 |
All Filings in BR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,695 | 100 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $17,060 | 105 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,317 | 100 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $23,817 | 100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $24,303 | 100 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $24,246 | 100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $22,609 | 100 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $21,503 | 100 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $19,700 | 100 | Shares | Sole | 2024-07-12 | |
| 2021-06-30 | $1,292 | 8 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||