EVERGREEN CAPITAL MANAGEMENT LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1260824
Bellevue, WA
Position in BR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$984,943
+$545,760 QoQ
Shares Held
7,192
+166.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#440
of 1,005 holders
Holding Since
Mar 2025
6 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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $8,441,791 across 12 Information Technology Services names. BR ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
12,569 | $3,534,527 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
7,192 | $984,943 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
20,719 | $805,554 | |
| 4 | ACN |
Accenture plc
|
5,003 | $622,573 | |
| 5 | INFY |
Infosys Ltd
|
58,363 | $612,227 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
17,255 | $446,214 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
10,000 | $387,300 | |
| 8 | CDW |
CDW Corp
|
1,889 | $265,668 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,943 | 7,192 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $439,183 | 2,703 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $328,729 | 1,473 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $257,699 | 1,082 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $267,576 | 1,101 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $249,006 | 1,027 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||