Burton Enright Welch
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2105919
WALNUT CREEK, CA
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$232,130
-$40,998 QoQ
Shares Held
1,695
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#724
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, 2026Burton Enright Welch holds $566,769 across 2 Information Technology Services names. BR ranks #2 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,190 | $334,639 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,695 | $232,130 |
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,130 | 1,695 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $273,128 | 1,681 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||