Marshall & Sterling Wealth Advisors Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in BR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$36,017
-$6,715 QoQ
Shares Held
263
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#851
of 1,006 holders
Holding Since
Dec 2024
7 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, 2026Marshall & Sterling Wealth Advisors Inc. holds $1,950,633 across 4 Information Technology Services names. BR ranks #2 (1.8% of the industry book) .
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,017 | 263 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $42,732 | 263 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $58,693 | 263 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $74,070 | 311 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $75,581 | 311 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,404 | 311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $59,461 | 263 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||