RATIONAL ADVISORS, INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1143565
San Juan, PR
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,299
-$37 QoQ
Shares Held
46
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#937
of 1,003 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $486,530 across 3 Information Technology Services names. BR ranks #2 (1.3% of the industry book) .
All Filings in BR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,299 | 46 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $6,336 | 39 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $8,703 | 39 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $8,812 | 37 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $8,749 | 36 | Shares | Other | 2025-07-31 | |
| 2020-09-30 | $24,420 | 185 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $570,504 | 4,521 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||