WEALTHEDGE INVESTMENT ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2058455
NEW YORK, NY
Position in BR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,863,341
+$97,996 QoQ
Shares Held
13,606
+25.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#337
of 1,003 holders
Holding Since
Mar 2026
2 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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $2,485,377 across 2 Information Technology Services names. BR ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
13,606 | $1,863,341 | |
| 2 | IBM |
International Business Machines Corp
|
2,212 | $622,036 |
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,341 | 13,606 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,765,345 | 10,865 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||