Buttonwood Financial Advisors Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1904033
BALTIMORE, MD
Position in BR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$990,422
+$243,989 QoQ
Shares Held
7,232
+57.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#435
of 1,002 holders
Holding Since
Mar 2026
2 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, 2026Buttonwood Financial Advisors Inc. holds $1,708,191 across 2 Information Technology Services names. BR ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
7,232 | $990,422 | |
| 2 | ACN |
Accenture plc
|
5,768 | $717,769 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,422 | 7,232 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $746,433 | 4,594 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||