MIDDLETON & CO INC/MA

Position in BR — Broadridge Financial Solutions, Inc.

CIK 919497 BOSTON, MA

Position in BR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,966,602

-$579,459 QoQ

Shares Held

14,360

-8.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#329

of 1,006 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MIDDLETON & CO INC/MA holds $3,157,993 across 3 Information Technology Services names. BR ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	14,360	$1,966,602
2	IBM	International Business Machines Corp	3,522	$990,421
3	ACN	Accenture plc	1,615	$200,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,966,602	14,360	-8.4%	Shares	Sole	2026-08-10
2026-03-31	$2,546,061	15,670	-3.4%	Shares	Sole	2026-05-08
2025-12-31	$3,620,933	16,225	-0.9%	Shares	Sole	2026-01-29
2025-09-30	$3,897,652	16,365	-3.4%	Shares	Sole	2025-10-29
2025-06-30	$4,116,928	16,940	-6.9%	Shares	Sole	2025-08-06
2025-03-31	$4,411,559	18,195	-5.3%	Shares	Sole	2025-05-09
2024-12-31	$4,343,188	19,210	-0.6%	Shares	Sole	2025-02-05
2024-09-30	$4,156,529	19,330	-0.2%	Shares	Sole	2024-10-23
2024-06-30	$3,815,890	19,370	-3.4%	Shares	Sole	2024-08-12
2024-03-31	$4,109,491	20,060	-2.4%	Shares	Sole	2024-05-14
2023-12-31	$4,230,220	20,560	-2.5%	Shares	Sole	2024-02-13
2023-09-30	$3,774,015	21,078	-4.5%	Shares	Sole	2023-10-26
2023-06-30	$3,655,950	22,073	-15.9%	Shares	Sole	2023-07-28
2023-03-31	$3,847,169	26,248	-11.7%	Shares	Sole	2023-04-28
2022-12-31	$3,988,221	29,734	-4.3%	Shares	Sole	2023-02-09
2022-09-30	$4,483,589	31,067	-13.6%	Shares	Sole	2022-11-02
2022-06-30	$5,128,236	35,975	-2.5%	Shares	Sole	2022-07-21
2022-03-31	$5,746,477	36,905	-12.9%	Shares	Sole	2022-05-12
2021-12-31	$7,744,072	42,359	-1.6%	Shares	Sole	2022-02-09
2021-09-30	$7,173,685	43,049	-23.0%	Shares	Sole	2021-11-08
2021-06-30	$9,026,296	55,880	-13.4%	Shares	Sole	2021-08-13
2021-03-31	$9,884,442	64,562	-3.9%	Shares	Sole	2021-05-06
2020-12-31	$10,294,580	67,197	-6.6%	Shares	Sole	2021-01-29
2020-09-30	$9,492,120	71,910	-10.0%	Shares	Sole	2020-10-30
2020-06-30	$10,087,628	79,940	-3.1%	Shares	Sole	2020-07-28
2020-03-31	$7,826,983	82,537	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.