Baron Wealth Management LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1968507
TROY, MI
Position in BR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$243,360
-$65,839 QoQ
Shares Held
1,777
-6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#17
of 36 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Baron Wealth Management LLC holds $1,231,677 across 5 Information Technology Services names. BR ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,603 | $450,779 | |
| 2 | ACN |
Accenture plc
|
2,099 | $261,199 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,777 | $243,360 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
5,591 | $216,539 | |
| 5 | III |
Information Services Group Inc.
|
14,550 | $59,800 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,360 | 1,777 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $309,199 | 1,903 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $211,788 | 949 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $252,698 | 1,061 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $285,074 | 1,173 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $229,124 | 945 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||