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Brown Miller Wealth Management, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1840084 MCLEAN, VA

Position in BR

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$376,749
-$55,610 QoQ
Shares Held
2,751
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#613
of 1,005 holders
Holding Since
Mar 2025
6 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, 2026

Brown Miller Wealth Management, LLC holds $4,644,151 across 4 Information Technology Services names. BR ranks #2 (8.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 BR
Broadridge Financial Solutions, Inc.
This page
2,751 $376,749

All Filings in BR

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $376,749 2,751
2026-03-31 $432,359 2,661
2025-12-31 $582,027 2,608
2025-09-30 $616,860 2,590
2025-06-30 $625,802 2,575
2025-03-31 $622,394 2,567