Chancellor Financial Group WB LP
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2059742
WILKES-BARRE, PA
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$227,473
-$55,079 QoQ
Shares Held
1,661
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#731
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, 2026Chancellor Financial Group WB LP holds $1,593,260 across 5 Information Technology Services names. BR ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,361 | $663,936 | |
| 2 | TTEC |
TTEC Holdings, Inc.
|
204,590 | $396,904 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,661 | $227,473 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
2,001 | $206,042 | |
| 5 | KEEL |
Keel Infrastructure Corp.
|
17,231 | $98,905 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,473 | 1,661 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $282,552 | 1,739 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $388,092 | 1,739 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $414,177 | 1,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $422,629 | 1,739 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $421,637 | 1,739 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $393,170 | 1,739 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||