BRADLEY FOSTER & SARGENT INC/CT

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1015086 HARTFORD, CT

Position in BR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$513,425

-$83,689 QoQ

Shares Held

3,749

+2.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#547

of 1,003 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $29,998,617 across 5 Information Technology Services names. BR ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	92,224	$25,934,311
2	ACN	Accenture plc	23,445	$2,917,495
3	BR	Broadridge Financial Solutions, Inc. This page	3,749	$513,425
4	LDOS	Leidos Holdings, Inc.	4,079	$420,014
5	EPAM	EPAM Systems, Inc.	2,689	$213,372

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,425	3,749	+2.0%	Shares	Sole	2026-08-14
2026-03-31	$597,114	3,675	0.0%	Shares	Sole	2026-05-15
2025-12-31	$820,149	3,675	0.0%	Shares	Sole	2026-02-12
2025-09-30	$875,274	3,675	0.0%	Shares	Sole	2025-11-10
2025-06-30	$893,135	3,675	+25.8%	Shares	Sole	2025-08-11
2025-03-31	$708,468	2,922	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$668,774	2,958	0.0%	Shares	Sole	2025-02-03
2024-09-30	$636,058	2,958	0.0%	Shares	Sole	2024-11-04
2024-06-30	$582,726	2,958	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$608,024	2,968	+0.8%	Shares	Sole	2024-05-15
2023-12-31	$605,728	2,944	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$527,302	2,945	0.0%	Shares	Sole	2023-11-13
2023-06-30	$487,780	2,945	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$422,854	2,885	-0.1%	Shares	Sole	2023-05-08
2022-12-31	$387,233	2,887	0.0%	Shares	Sole	2023-02-14
2022-09-30	$416,651	2,887	0.0%	Shares	Sole	2022-11-14
2022-06-30	$411,541	2,887	-2.1%	Shares	Sole	2022-08-11
2022-03-31	$459,033	2,948	+12.8%	Shares	Sole	2022-05-16
2021-12-31	$477,708	2,613	+12.9%	Shares	Sole	2022-03-11
2021-09-30	$385,604	2,314	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$373,457	2,312	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.