CARY STREET PARTNERS FINANCIAL LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1475045
RICHMOND, VA
Position in BR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$79,777
-$82,690 QoQ
Shares Held
491
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 85.5397148676171.ToString("F0")%
Shared 0.ToString("F0")%
None 14.460285132382891.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026CARY STREET PARTNERS FINANCIAL LLC holds $12,417,210 across 8 Information Technology Services names. BR ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
28,065 | $6,802,675 | |
| 2 | ACN |
Accenture plc
|
21,044 | $4,172,814 | |
| 3 | INOD |
Innodata Inc
|
21,016 | $811,637 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
7,308 | $342,818 | |
| 5 | CACI |
Caci International Inc /De/
|
216 | $117,475 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
491 | $79,777 | |
| 7 | CDW |
CDW Corp
|
386 | $46,712 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
274 | $43,302 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,777 | 491 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $162,467 | 728 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $154,571 | 649 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $150,921 | 621 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $112,743 | 465 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $211,846 | 937 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||