Randall & Associates Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2011901
BUTLER, PA
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,646
-$27,782 QoQ
Shares Held
1,801
+6.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#703
of 1,002 holders
Holding Since
Dec 2025
3 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, 2026Randall & Associates Wealth Management holds $246,646 across 1 Information Technology Services name. BR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,801 | $246,646 |
All Filings in BR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,646 | 1,801 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $274,428 | 1,689 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $325,828 | 1,460 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||