BR β€” BROADRIDGE FINL SOLUTIONS INC COM

Ownership history in Nova Wealth Management, Inc.  Β·  3 quarters on record

AI Ownership Summary

Nova Wealth Management, Inc. reported BROADRIDGE FINL SOLUTIONS INC COM (BR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. The latest visible filing shows BR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova Wealth Management, Inc.'s position in BROADRIDGE FINL SOLUTIONS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova Wealth Management, Inc. held BR β€” position size vs. price
% of Fund (quarterly)    BR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21 β€” 0% 0.00% $5K 2026-01-14 $219.75
2025 Q3 UNCHANGED 21 β€” 0% 0.00% $5K 2025-10-07 $234.61
2025 Q2 INITIATED 21 β€” β€” 0.00% $5K 2025-07-07 $237.31

FAQ About Nova Wealth Management, Inc. and BR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova Wealth Management, Inc. reported owning BR?

Nova Wealth Management, Inc. reported BR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BR position in Nova Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for BR was 0.00% in 2025 Q2.

What is the latest reported BR position on this page?

The most recent filing on this page is 2025 Q4, when Nova Wealth Management, Inc. reported 21 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this BR ownership page compare?

The chart compares Nova Wealth Management, Inc.'s quarterly BR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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