Smallwood Wealth Investment Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1921304
RED BANK, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$445,635
-$100,785 QoQ
Shares Held
3,254
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#578
of 1,006 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Derivatives in BR
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$633,052
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $2,085,947 across 5 Information Technology Services names. BR ranks #2 (21.4% of the industry book) .
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,635 | 3,254 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $546,420 | 3,363 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $840,235 | 3,765 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $894,090 | 3,754 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $910,876 | 3,748 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $866,552 | 3,574 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $633,052 | 2,800 | Put | Sole | 2025-01-17 | |
| 2024-12-31 | $805,784 | 3,564 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $763,786 | 3,552 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $697,380 | 3,540 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $637,934 | 3,114 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||