EVOLUTION WEALTH MANAGEMENT INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2010029
FORT MYERS, FL
Position in BR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$30,129
-$5,616 QoQ
Shares Held
220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#857
of 1,002 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $138,418 across 5 Information Technology Services names. BR ranks #2 (21.8% of the industry book) .
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,129 | 220 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,745 | 220 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||