Abacus Wealth Partners, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1978011
SANTA MONICA, CA
Position in BR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$286,127
-$101,296 QoQ
Shares Held
1,761
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Abacus Wealth Partners, LLC holds $1,340,847 across 5 Information Technology Services names.
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,127 | 1,761 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $387,423 | 1,736 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||