Turtle Creek Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2007171
DALLAS, TX
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$505,619
+$212,506 QoQ
Shares Held
3,692
+104.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#550
of 1,003 holders
Holding Since
Dec 2023
6 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, 2026Turtle Creek Wealth Advisors, LLC holds $3,203,985 across 5 Information Technology Services names. BR ranks #3 (15.8% of the industry book) .
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,619 | 3,692 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $293,113 | 1,804 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,062,512 | 4,761 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $742,375 | 3,117 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $652,292 | 2,684 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $21,398 | 104 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||