FIRST FOUNDATION ADVISORS

Endowment

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1086763 Irvine, CA

Position in BR

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

Position Value

$3,524,408

-$313,369 QoQ

Shares Held

25,735

+9.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#254

of 1,005 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $6,267,567 across 3 Information Technology Services names. BR ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	25,735	$3,524,408
2	IBM	International Business Machines Corp	5,462	$1,535,968
3	ACN	Accenture plc	9,701	$1,207,191

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,524,408	25,735	+9.0%	Shares	Defined	2026-08-14
2026-03-31	$3,837,777	23,620	—	Shares	Defined	2026-05-04
No filing history on record for this holder in this stock.