Position in BR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$308,137
-$57,443 QoQ
Shares Held
2,250
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#647
of 1,005 holders
Holding Since
Jun 2023
13 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, 2026Exchange Bank holds $3,537,270 across 2 Information Technology Services names. BR ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
11,483 | $3,229,133 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,250 | $308,137 |
All Filings in BR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,137 | 2,250 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $365,580 | 2,250 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $502,132 | 2,250 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $535,882 | 2,250 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $546,817 | 2,250 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $545,535 | 2,250 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $508,702 | 2,250 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $483,817 | 2,250 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $443,250 | 2,250 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $460,935 | 2,250 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $466,229 | 2,266 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $402,862 | 2,250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $372,667 | 2,250 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||