Abound Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1950323
FRANKLIN, TN
Position in BR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$684
-$2,240 QoQ
Shares Held
5
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#982
of 1,003 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $200,494 across 11 Information Technology Services names. BR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
655 | $184,192 | |
| 2 | CACI |
Caci International Inc /De/
|
23 | $10,654 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
11 | $1,132 | |
| 4 | KD |
Kyndryl Holdings, Inc.
|
86 | $972 | |
| 5 | PONY |
Pony AI Inc.
|
100 | $695 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5 | $684 | |
| 7 | INFY |
Infosys Ltd
|
59 | $618 | |
| 8 | WIT |
Wipro Ltd
|
242 | $544 |
All Filings in BR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684 | 5 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,924 | 18 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,017 | 18 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,287 | 18 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,374 | 18 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,364 | 18 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,069 | 18 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,870 | 18 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,546 | 18 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,097 | 20 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $4,115 | 20 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $3,581 | 20 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $3,312 | 20 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,638 | 18 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,414 | 18 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,298 | 9 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||