Plante Moran Financial Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in BR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,320
-$6,025 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#839
of 986 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,127,712 across 16 Information Technology Services names. BR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,971 | $835,474 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
1,224 | $126,035 | |
| 3 | SAIC |
Science Applications International Corp
|
514 | $56,750 | |
| 4 | ACN |
Accenture plc
|
356 | $44,300 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
236 | $32,320 | |
| 6 | CDW |
CDW Corp
|
202 | $28,409 | |
| 7 | GLOB |
Globant S.A.
|
29 | $839 | |
| 8 | KD |
Kyndryl Holdings, Inc.
|
64 | $723 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,320 | 236 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $38,345 | 236 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $80,564 | 361 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $85,979 | 361 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $87,733 | 361 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $557,900 | 2,301 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $525,207 | 2,323 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $494,784 | 2,301 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $453,297 | 2,301 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $471,382 | 2,301 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $447,712 | 2,176 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $389,612 | 2,176 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $360,410 | 2,176 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $320,988 | 2,190 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $293,878 | 2,191 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $316,060 | 2,190 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $312,184 | 2,190 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $341,004 | 2,190 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $442,607 | 2,421 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $436,596 | 2,620 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $423,208 | 2,620 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $401,122 | 2,620 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $401,384 | 2,620 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $376,464 | 2,852 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $359,893 | 2,852 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $269,127 | 2,838 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||