Activest Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1883134
AVENTURA, FL
Position in BR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,459
+$6,861 QoQ
Shares Held
164
+70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#860
of 986 holders
Holding Since
Dec 2024
7 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, 2026Activest Wealth Management holds $1,240,027 across 24 Information Technology Services names. BR ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIFR |
Cipher Digital Inc.
|
26,360 | $645,820 | |
| 2 | APLD |
Applied Digital Corp.
|
13,000 | $484,900 | |
| 3 | IBM |
International Business Machines Corp
|
123 | $34,588 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
164 | $22,459 | |
| 5 | ACN |
Accenture plc
|
160 | $19,910 | |
| 6 | IT |
Gartner Inc
|
137 | $17,757 | |
| 7 | G |
Genpact LTD
|
192 | $5,280 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
275 | $3,110 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,459 | 164 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $15,598 | 96 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,017 | 18 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,429 | 6 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $972 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,667 | 11 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||