J.W. COLE ADVISORS, INC.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1404763 TAMPA, FL

Position in BR

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$237,058

-$129,387 QoQ

Shares Held

1,459

-11.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

J.W. COLE ADVISORS, INC. holds $2,322,346 across 5 Information Technology Services names. BR ranks #5 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	5,012	$993,829
2	BBAI	BigBear.ai Holdings, Inc.	128,120	$450,982
3	FIS	Fidelity National Information Services, Inc.	7,183	$336,954
4	TSSI	TSS, Inc.	23,330	$303,523
5	BR	Broadridge Financial Solutions, Inc. This page	1,459	$237,058

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$237,058	1,459	-11.1%	Shares	Sole	2026-04-23
2025-12-31	$366,445	1,642	-38.5%	Shares	Sole	2026-02-11
2025-09-30	$635,913	2,670	+2.9%	Shares	Sole	2025-11-05
2025-06-30	$630,905	2,596	+88.9%	Shares	Sole	2025-08-12
2025-03-31	$333,140	1,374	+33.4%	Shares	Sole	2025-05-05
2024-12-31	$232,872	1,030	-0.1%	Shares	Sole	2025-01-31
2024-09-30	$221,695	1,031	-65.2%	Shares	Sole	2024-10-24
2021-03-31	$453,329	2,961	-1.3%	Shares	Sole	2021-04-28
2020-12-31	$459,753	3,001	-9.1%	Shares	Sole	2021-02-12
2020-09-30	$435,732	3,301	+40.8%	Shares	Sole	2020-11-05
2020-03-31	$222,281	2,344	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.