Safe Harbor Fiduciary, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2036114
PENSACOLA, FL
Position in BR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$232,996
-$56,232 QoQ
Shares Held
1,434
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $232,996 | 1,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $289,228 | 1,296 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $307,189 | 1,264 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $325,866 | 1,344 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $303,864 | 1,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,000 | 1,344 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||