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&PARTNERS

Position in BR — Broadridge Financial Solutions, Inc.

CIK 107136 NASHVILLE, TN

Position in BR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,843,075
-$407,172 QoQ
Shares Held
17,498
+20.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BR Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

&PARTNERS holds $122,269,684 across 21 Information Technology Services names. BR ranks #5 (2.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 BR
Broadridge Financial Solutions, Inc.
This page
17,498 $2,843,075

All Filings in BR

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,843,075 17,498
2025-12-31 $3,250,247 14,564
2025-09-30 $3,210,055 13,478
2025-06-30 $3,067,767 12,623
2025-03-31 $1,653,819 6,821
2024-12-31 $1,592,577 7,044
2024-09-30 $1,305,662 6,072
2024-06-30 $720,035 3,655
2024-03-31 $418,528 2,043