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, 2026Brown Miller Wealth Management, LLC holds $4,644,151 across 4 Information Technology Services names. BR ranks #2 (8.1% of the industry book) .
All Filings in BR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,749 | 2,751 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $432,359 | 2,661 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $582,027 | 2,608 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $616,860 | 2,590 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $625,802 | 2,575 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $622,394 | 2,567 | Shares | Other | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||