NOVARE CAPITAL MANAGEMENT LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1388409
CHARLOTTE, NC
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,998,025
+$2,238,370 QoQ
Shares Held
65,703
+57.9% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#150
of 1,003 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NOVARE CAPITAL MANAGEMENT LLC holds $9,838,280 across 2 Information Technology Services names. BR ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
65,703 | $8,998,025 | |
| 2 | IBM |
International Business Machines Corp
|
2,988 | $840,255 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,998,025 | 65,703 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,759,655 | 41,603 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||