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Premier Path Wealth Partners, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1999925 MADISON, NJ

Position in BR

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$284,445
-$173,586 QoQ
Shares Held
2,077
-26.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#667
of 1,006 holders
Holding Since
Mar 2026
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, 2026

Premier Path Wealth Partners, LLC holds $3,163,542 across 4 Information Technology Services names. BR ranks #3 (9.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BR
Broadridge Financial Solutions, Inc.
This page
2,077 $284,445

All Filings in BR

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $284,445 2,077
2026-03-31 $458,031 2,819