Bullock Wealth Management Group
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2067581
BLOOMINGTON, IN
Position in BR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$600,662
New position
Shares Held
4,386
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#529
of 1,005 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Bullock Wealth Management Group holds $1,714,709 across 8 Information Technology Services names. BR ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,866 | $805,947 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
4,386 | $600,662 | |
| 3 | ACN |
Accenture plc
|
1,418 | $176,455 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
852 | $117,354 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
162 | $6,298 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
384 | $4,343 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
60 | $2,323 | |
| 8 | DXC |
DXC Technology Co
|
150 | $1,327 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,662 | 4,386 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||