APPLETON PARTNERS INC/MA

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1055290 BOSTON, MA

Position in BR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,603,136

-$368,883 QoQ

Shares Held

11,706

-3.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#356

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $2,675,424 across 3 Information Technology Services names. BR ranks #1 (59.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	11,706	$1,603,136
2	IBM	International Business Machines Corp	3,052	$858,252
3	ACN	Accenture plc	1,720	$214,036

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,603,136	11,706	-3.6%	Shares	Sole	2026-07-21
2026-03-31	$1,972,019	12,137	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$2,694,108	12,072	+0.7%	Shares	Sole	2026-01-09
2025-09-30	$2,853,991	11,983	-5.2%	Shares	Sole	2025-11-05
2025-06-30	$3,073,114	12,645	-5.2%	Shares	Sole	2025-07-22
2025-03-31	$3,233,931	13,338	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$2,901,865	12,835	-2.8%	Shares	Sole	2025-01-28
2024-09-30	$2,838,611	13,201	-3.4%	Shares	Sole	2024-10-01
2024-06-30	$2,692,005	13,665	+2.5%	Shares	Sole	2024-07-02
2024-03-31	$2,730,783	13,330	-3.4%	Shares	Sole	2024-04-01
2023-12-31	$2,838,938	13,798	-4.6%	Shares	Sole	2024-01-02
2023-09-30	$2,589,600	14,463	-8.2%	Shares	Sole	2023-10-03
2023-06-30	$2,609,831	15,757	-37.4%	Shares	Sole	2023-07-10
2023-03-31	$3,689,899	25,175	-15.9%	Shares	Sole	2023-04-10
2022-12-31	$4,017,059	29,949	+3.1%	Shares	Sole	2023-01-19
2022-09-30	$4,194,083	29,061	+4.0%	Shares	Sole	2022-10-27
2022-06-30	$3,984,557	27,952	-2.9%	Shares	Sole	2022-07-08
2022-03-31	$4,481,645	28,782	-0.6%	Shares	Sole	2022-04-05
2021-12-31	$5,292,090	28,947	+25.0%	Shares	Sole	2022-02-03
2021-09-30	$3,859,715	23,162	+17.7%	Shares	Sole	2021-10-14
2021-06-30	$3,178,264	19,676	+5.4%	Shares	Sole	2021-07-07
2021-03-31	$2,858,223	18,669	+26.9%	Shares	Sole	2021-04-19
2020-12-31	$2,253,418	14,709	+92.6%	Shares	Sole	2021-01-19
2020-09-30	$1,008,084	7,637	+29.6%	Shares	Sole	2020-10-14
2020-06-30	$743,763	5,894	+74.7%	Shares	Sole	2020-08-14
2020-03-31	$319,956	3,374	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.