BRADY FAMILY WEALTH, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1971456 SAINT LOUIS, MO

Position in BR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,457,165

-$1,057,341 QoQ

Shares Held

25,244

-9.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#260

of 1,006 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BRADY FAMILY WEALTH, LLC holds $5,857,060 across 3 Information Technology Services names. BR ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	25,244	$3,457,165
2	ACN	Accenture plc	15,697	$1,953,334
3	IBM	International Business Machines Corp	1,588	$446,561

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,457,165	25,244	-9.1%	Shares	Sole	2026-07-13
2026-03-31	$4,514,506	27,785	+8.5%	Shares	Sole	2026-04-08
2025-12-31	$5,713,821	25,603	-0.8%	Shares	Sole	2026-01-07
2025-09-30	$6,144,071	25,797	-5.3%	Shares	Sole	2025-10-09
2025-06-30	$6,620,137	27,240	-1.7%	Shares	Sole	2025-07-10
2025-03-31	$6,719,293	27,713	+0.4%	Shares	Sole	2025-04-21
2024-12-31	$6,243,023	27,613	-3.4%	Shares	Sole	2025-01-14
2024-09-30	$6,144,267	28,574	-1.7%	Shares	Sole	2024-10-15
2024-06-30	$5,724,032	29,056	+0.5%	Shares	Sole	2024-07-15
2024-03-31	$5,921,273	28,904	-1.3%	Shares	Sole	2024-05-13
2023-12-31	$6,023,125	29,274	-0.5%	Shares	Sole	2024-02-09
2023-09-30	$5,267,292	29,418	-2.4%	Shares	Sole	2023-10-27
2023-06-30	$4,993,081	30,146	+0.9%	Shares	Sole	2023-07-19
2023-03-31	$4,379,658	29,881	+6.9%	Shares	Sole	2023-05-05
2022-12-31	$3,748,799	27,949	—	Shares	Sole	2023-04-10
No filing history on record for this holder in this stock.