Roundview Capital LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1476804 PRINCETON, NJ

Position in BR

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

Position Value

$1,347,998

-$559,354 QoQ

Shares Held

9,843

-16.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#385

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $3,250,487 across 3 Information Technology Services names. BR ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	5,901	$1,659,420
2	BR	Broadridge Financial Solutions, Inc. This page	9,843	$1,347,998
3	CTSH	Cognizant Technology Solutions Corp	6,276	$243,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,347,998	9,843	-16.2%	Shares	Sole	2026-07-30
2026-03-31	$1,907,352	11,739	-12.1%	Shares	Sole	2026-05-08
2025-12-31	$2,980,212	13,354	+14.4%	Shares	Sole	2026-02-09
2025-09-30	$2,779,205	11,669	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$2,835,431	11,667	+1.0%	Shares	Sole	2025-07-23
2025-03-31	$2,799,928	11,548	+3.7%	Shares	Sole	2025-05-06
2024-12-31	$2,518,190	11,138	+3.7%	Shares	Sole	2025-02-12
2024-09-30	$2,308,777	10,737	+2.1%	Shares	Sole	2024-11-14
2024-06-30	$2,071,849	10,517	+0.3%	Shares	Sole	2024-08-09
2024-03-31	$2,147,342	10,482	+3.6%	Shares	Sole	2024-05-06
2023-12-31	$2,081,161	10,115	-4.4%	Shares	Sole	2024-02-12
2023-09-30	$1,894,349	10,580	+1.7%	Shares	Sole	2023-11-13
2023-06-30	$1,723,545	10,406	-0.5%	Shares	Sole	2023-08-09
2023-03-31	$1,532,535	10,456	+1.5%	Shares	Sole	2023-05-09
2022-12-31	$1,382,209	10,305	+5.7%	Shares	Sole	2023-02-13
2022-09-30	$1,406,687	9,747	+4.1%	Shares	Sole	2022-11-10
2022-06-30	$1,334,838	9,364	+5.7%	Shares	Sole	2022-08-11
2022-03-31	$1,379,279	8,858	+6.2%	Shares	Sole	2022-05-17
2021-12-31	$1,524,901	8,341	+9.2%	Shares	Sole	2022-02-10
2021-09-30	$1,272,296	7,635	+11.8%	Shares	Sole	2021-11-10
2021-06-30	$1,103,572	6,832	+29.7%	Shares	Sole	2021-08-10
2021-03-31	$806,224	5,266	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$800,929	5,228	+1.7%	Shares	Sole	2021-02-08
2020-09-30	$678,348	5,139	+2.6%	Shares	Sole	2020-11-05
2020-06-30	$632,085	5,009	+24.4%	Shares	Sole	2020-08-13
2020-03-31	$381,690	4,025	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.