Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,659
-$517,246 QoQ
Shares Held
1,823
-61.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#698
of 1,003 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026XXI WEALTH, LLC holds $2,066,556 across 2 Information Technology Services names. BR ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,461 | $1,816,897 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,823 | $249,659 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,659 | 1,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $766,905 | 4,720 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,325,183 | 5,938 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||