Root Financial Partners, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1977181
ENCINITAS, CA
Position in BR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$37,532
-$19,822 QoQ
Shares Held
231
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Root Financial Partners, LLC holds $703,306 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,501 | $703,306 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,532 | 231 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,354 | 257 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,922 | 239 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||