TILIA FIDUCIARY PARTNERS, INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1910210
WILMINGTON, NC
Position in BR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,901,413
-$248,522 QoQ
Shares Held
13,884
+4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#334
of 1,003 holders
Holding Since
Dec 2021
19 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, 2026TILIA FIDUCIARY PARTNERS, INC. holds $4,416,836 across 2 Information Technology Services names. BR ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
8,945 | $2,515,423 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
13,884 | $1,901,413 |
All Filings in BR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,413 | 13,884 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,149,935 | 13,232 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,769,539 | 12,410 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,832,555 | 11,893 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,934,830 | 12,076 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,892,062 | 11,928 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,690,923 | 11,902 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,519,291 | 11,716 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,171,728 | 11,024 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,115,998 | 10,329 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,979,520 | 9,621 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,602,318 | 8,949 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,403,879 | 8,476 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,129,614 | 7,707 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,000,073 | 7,456 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,042,856 | 7,226 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,008,968 | 7,078 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,057,893 | 6,794 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,228,184 | 6,718 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||