Virginia Estate & Retirement Planning Advisors Inc.
PensionPosition in BR — Broadridge Financial Solutions, Inc.
CIK 2115327
GLEN ALLEN, VA
Position in BR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,299
-$1,175 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#938
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, 2026Virginia Estate & Retirement Planning Advisors Inc. holds $60,010 across 2 Information Technology Services names. BR ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
191 | $53,711 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
46 | $6,299 |
All Filings in BR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,299 | 46 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,474 | 46 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||