Forza Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1963030
SARASOTA, FL
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$246,510
-$45,954 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#705
of 1,003 holders
Holding Since
Mar 2023
14 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, 2026Forza Wealth Management, LLC holds $4,504,182 across 3 Information Technology Services names. BR ranks #3 (5.5% of the industry book) .
All Filings in BR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,510 | 1,800 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $292,464 | 1,800 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $401,706 | 1,800 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $416,797 | 1,750 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $607,575 | 2,500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $606,150 | 2,500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $587,834 | 2,600 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $623,587 | 2,900 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $591,000 | 3,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $614,580 | 3,000 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $648,112 | 3,150 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,034,729 | 5,779 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $957,175 | 5,779 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $832,371 | 5,679 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||