Welch & Forbes LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 105495 Boston, MA

Position in BR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$531,366

-$102,306 QoQ

Shares Held

3,880

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#545

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Welch & Forbes LLC holds $23,783,821 across 5 Information Technology Services names. BR ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	69,666	$19,590,775
2	ACN	Accenture plc	22,108	$2,751,119
3	JKHY	Jack Henry & Associates Inc	4,164	$573,549
4	BR	Broadridge Financial Solutions, Inc. This page	3,880	$531,366
5	IT	Gartner Inc	2,600	$337,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,366	3,880	-0.5%	Shares	Sole	2026-07-30
2026-03-31	$633,672	3,900	0.0%	Shares	Sole	2026-05-01
2025-12-31	$870,363	3,900	-1.9%	Shares	Sole	2026-02-10
2025-09-30	$946,725	3,975	-42.4%	Shares	Sole	2025-11-04
2025-06-30	$1,678,365	6,906	-0.1%	Shares	Sole	2025-08-05
2025-03-31	$1,675,883	6,912	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,562,734	6,912	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$1,479,836	6,882	0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,355,754	6,882	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,409,846	6,882	-7.7%	Shares	Sole	2024-05-03
2023-12-31	$1,534,277	7,457	0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,335,175	7,457	-0.0%	Shares	Sole	2023-11-03
2023-06-30	$1,235,268	7,458	+0.4%	Shares	Sole	2023-07-28
2023-03-31	$1,089,161	7,431	-1.3%	Shares	Sole	2023-04-14
2022-12-31	$1,010,133	7,531	0.0%	Shares	Sole	2023-02-02
2022-09-30	$1,086,873	7,531	+7.9%	Shares	Sole	2022-10-31
2022-06-30	$995,141	6,981	+4.5%	Shares	Sole	2022-07-22
2022-03-31	$1,040,298	6,681	0.0%	Shares	Sole	2022-04-25
2021-12-31	$1,221,420	6,681	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,113,321	6,681	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,079,181	6,681	0.0%	Shares	Sole	2021-07-22
2021-03-31	$1,022,861	6,681	0.0%	Shares	Sole	2021-04-14
2020-12-31	$1,023,529	6,681	-7.8%	Shares	Sole	2021-01-20
2020-09-30	$957,000	7,250	-0.1%	Shares	Sole	2020-10-23
2020-06-30	$916,013	7,259	+8.7%	Shares	Sole	2020-07-15
2020-03-31	$633,559	6,681	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.