Westfuller Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2024115
New York, NY
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$84,224
+$84,215 QoQ
Shares Held
615
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#802
of 1,005 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $1,584,078 across 7 Information Technology Services names. BR ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,702 | $1,322,249 | |
| 2 | ACN |
Accenture plc
|
1,092 | $135,888 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
615 | $84,224 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
349 | $13,516 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
343 | $13,335 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
800 | $9,048 | |
| 7 | APLD |
Applied Digital Corp.
|
156 | $5,818 |
All Filings in BR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,224 | 615 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9 | 0 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,059 | 63 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,053 | 80 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||