KINGSWOOD WEALTH ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1987855
SAN DIEGO, CA
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$322,517
New position
Shares Held
2,355
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#642
of 1,006 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $8,388,574 across 6 Information Technology Services names. BR ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,545 | $6,339,879 | |
| 2 | APLD |
Applied Digital Corp.
|
16,166 | $602,991 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
13,974 | $543,309 | |
| 4 | CIFR |
Cipher Digital Inc.
|
21,850 | $535,325 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,355 | $322,517 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
12,140 | $44,553 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,517 | 2,355 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||