CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1442056 ST. LOUIS, MO

Back to BR Full portfolio

Position in BR

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$72,398,993

-$14,429,181 QoQ

Shares Held

523,341

-2.1% QoQ

Ownership

0.459%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#41

of 1,006 holders

Holding Since

Mar 2020

26 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, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $115,124,305 across 3 Information Technology Services names. BR ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	523,341	$72,398,993
2	ACN	Accenture plc	341,854	$42,540,311
3	INFY	Infosys Ltd	17,636	$185,001

All Filings in BR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,398,993	523,341	-2.1%	Shares	Sole	2026-07-01
2026-03-31	$86,828,174	534,393	-4.0%	Shares	Sole	2026-04-01
2025-12-31	$124,197,452	556,515	-4.7%	Shares	Sole	2026-01-05
2025-09-30	$139,070,320	583,912	-2.3%	Shares	Sole	2025-10-14
2025-06-30	$145,221,361	597,545	-2.0%	Shares	Sole	2025-07-01
2025-03-31	$147,837,559	609,740	-3.6%	Shares	Sole	2025-04-01
2024-12-31	$142,937,715	632,216	-1.6%	Shares	Sole	2025-01-02
2024-09-30	$138,133,121	642,390	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$128,647,501	653,033	-7.1%	Shares	Sole	2024-07-01
2024-03-31	$144,033,378	703,082	-6.1%	Shares	Sole	2024-04-01
2023-12-31	$154,007,784	748,519	-4.5%	Shares	Sole	2024-11-05
2023-09-30	$140,350,849	783,864	-2.3%	Shares	Sole	2023-10-10
2023-06-30	$132,891,905	802,342	-1.8%	Shares	Sole	2023-07-03
2023-03-31	$119,739,628	816,945	+0.0%	Shares	Sole	2023-04-04
2022-12-31	$109,546,519	816,719	+0.9%	Shares	Sole	2023-01-04
2022-09-30	$116,863,985	809,756	-0.3%	Shares	Sole	2022-10-03
2022-06-30	$115,739,908	811,925	+1.4%	Shares	Sole	2022-07-12
2022-03-31	$124,734,298	801,068	+0.6%	Shares	Sole	2022-04-04
2021-12-31	$145,523,623	795,994	-0.6%	Shares	Sole	2022-01-04
2021-09-30	$133,485,472	801,041	-1.0%	Shares	Sole	2021-10-04
2021-06-30	$130,762,734	809,526	-0.2%	Shares	Sole	2021-07-01
2021-03-31	$124,151,852	810,920	-2.2%	Shares	Sole	2021-04-05
2020-12-31	$127,016,128	829,087	-4.4%	Shares	Sole	2021-01-25
2020-09-30	$114,530,856	867,658	-3.7%	Shares	Sole	2020-10-19
2020-06-30	$113,723,689	901,210	-3.0%	Shares	Sole	2020-07-01
2020-03-31	$88,080,379	928,824	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.