UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1463217
IRVING, TX
Position in BR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$761,852
-$93,117 QoQ
Shares Held
5,563
+5.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 1,003 holders
Holding Since
Mar 2020
23 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $39,702,704 across 17 Information Technology Services names. BR ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
61,140 | $17,193,179 | |
| 2 | ACN |
Accenture plc
|
83,027 | $10,331,879 | |
| 3 | CACI |
Caci International Inc /De/
|
10,957 | $5,075,939 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
28,117 | $1,093,188 | |
| 5 | IT |
Gartner Inc
|
8,404 | $1,089,326 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,126 | $1,050,589 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,563 | $761,852 | |
| 8 | CDW |
CDW Corp
|
4,288 | $603,064 |
All Filings in BR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,852 | 5,563 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $854,969 | 5,262 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $964,540 | 4,322 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,102,012 | 4,627 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $679,268 | 2,795 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $646,155 | 2,665 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $565,903 | 2,503 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $544,240 | 2,531 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $500,183 | 2,539 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $507,847 | 2,479 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $479,397 | 2,330 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $430,423 | 3,209 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $575,692 | 3,989 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $508,333 | 3,566 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $535,175 | 3,437 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $741,152 | 4,054 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $681,724 | 4,091 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $679,072 | 4,204 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $670,271 | 4,378 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $653,551 | 4,266 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $574,860 | 4,355 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $641,171 | 5,081 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $511,418 | 5,393 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||