Crestwood Advisors Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1426853
BOSTON, MA
Position in BR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$382,364
+$81,127 QoQ
Shares Held
2,792
+50.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 1,005 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. BR ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
34,493 | $9,699,776 | |
| 2 | III |
Information Services Group Inc.
|
819,090 | $3,366,459 | |
| 3 | ACN |
Accenture plc
|
22,291 | $2,773,892 | |
| 4 | IT |
Gartner Inc
|
15,251 | $1,976,834 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
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|
2,792 | $382,364 | |
| 6 | CDW |
CDW Corp
|
2,610 | $367,070 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,118 | $291,733 | |
| 8 | GIB |
Cgi Inc
|
4,308 | $278,167 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,364 | 2,792 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $301,237 | 1,854 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $376,934 | 1,689 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $281,755 | 1,183 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $214,109 | 881 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,516 | 893 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $205,741 | 910 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||