SAX WEALTH ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1846150
PARSIPPANY, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$197,892
New position
Shares Held
1,445
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#764
of 1,003 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $4,073,072 across 4 Information Technology Services names. BR ranks #4 (4.9% of the industry book) .
All Filings in BR
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,892 | 1,445 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||