Nicholson Wealth Management Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2035982
CHARLESTOWN, SC
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,217,211
-$89,940 QoQ
Shares Held
8,888
+10.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#402
of 1,003 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $3,093,765 across 3 Information Technology Services names. BR ranks #2 (39.3% of the industry book) .
All Filings in BR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,211 | 8,888 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,307,151 | 8,045 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,681,585 | 7,535 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,675,764 | 7,036 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,622,711 | 6,677 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,590,295 | 6,559 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,422,332 | 6,291 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $915,167 | 4,256 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||