KFG WEALTH MANAGEMENT, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1919344
GRANGER, IN
Position in BR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$308,224
-$82,100 QoQ
Shares Held
1,897
+8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,109,654 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,946 | $1,109,654 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,224 | 1,897 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $390,324 | 1,749 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $399,649 | 1,678 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $400,270 | 1,647 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $363,932 | 1,501 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $316,978 | 1,402 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $256,315 | 1,192 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||