GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1901403
RALEIGH, NC
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$731,586
-$1,672,630 QoQ
Shares Held
5,342
-63.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#499
of 1,002 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,521,132 across 3 Information Technology Services names. BR ranks #1 (48.1% of the industry book) .
All Filings in BR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,586 | 5,342 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,404,216 | 14,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,271,895 | 14,661 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,385,824 | 14,216 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,401,690 | 13,997 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,175,983 | 13,099 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,896,212 | 12,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,364,254 | 10,995 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,109,673 | 10,709 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,148,981 | 10,490 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,163,049 | 10,513 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,847,258 | 10,317 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,669,384 | 10,079 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,384,793 | 9,448 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,123,875 | 8,379 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,182,125 | 8,191 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,189,722 | 8,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $471,334 | 3,027 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,100 | 2,823 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||