Orion Porfolio Solutions, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1360533
OMAHA, NE
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$738,845
+$28,158 QoQ
Shares Held
5,395
+23.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 1,005 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $27,658,457 across 13 Information Technology Services names. BR ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,823 | $8,948,945 | |
| 2 | ACN |
Accenture plc
|
32,832 | $4,085,614 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
32,579 | $3,354,659 | |
| 4 | SAIC |
Science Applications International Corp
|
28,060 | $3,098,104 | |
| 5 | EFOR |
Everforth Inc
|
127,104 | $2,271,348 | |
| 6 | CACI |
Caci International Inc /De/
|
3,223 | $1,493,086 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
34,776 | $1,352,090 | |
| 8 | CDW |
CDW Corp
|
6,543 | $920,207 |
All Filings in BR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,845 | 5,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $710,687 | 4,374 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,666,658 | 11,949 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,057,150 | 12,836 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,134,843 | 12,899 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,687,816 | 15,210 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,668,762 | 16,227 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,485,421 | 16,209 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,319,056 | 16,848 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,459,880 | 16,889 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,517,707 | 17,097 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,418,064 | 19,090 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,410,652 | 20,592 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,114,465 | 21,249 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,655,639 | 19,799 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,884,235 | 19,985 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,464,677 | 24,305 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,960,639 | 25,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,748,201 | 25,972 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,248,820 | 25,497 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $4,118,530 | 25,497 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,107,159 | 39,890 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,836,665 | 64,208 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,909,444 | 29,617 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||