Confluence Wealth Services, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1910411
MCMURRAY, PA
Position in BR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$484,666
+$88,105 QoQ
Shares Held
3,539
+75.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#559
of 1,006 holders
Holding Since
Dec 2021
3 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, 2026Confluence Wealth Services, Inc. holds $7,230,013 across 4 Information Technology Services names. BR ranks #3 (6.7% of the industry book) .
All Filings in BR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,666 | 3,539 | Shares | Sole | 2026-07-22 | |
| 2024-06-30 | $396,561 | 2,013 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $9,141 | 50 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||