Trueblood Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2005380
LIMA, OH
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$753,909
-$311,797 QoQ
Shares Held
5,505
-16.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#488
of 1,002 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $2,597,480 across 3 Information Technology Services names. BR ranks #2 (29.0% of the industry book) .
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,909 | 5,505 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,065,706 | 6,559 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,502,380 | 6,732 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,651,232 | 6,933 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,708,257 | 7,029 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,704,493 | 7,030 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,547,359 | 6,844 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,452,742 | 6,756 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,333,690 | 6,770 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,387,107 | 6,771 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,434,283 | 6,971 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||