Diversified Trust Co
BankPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1479844
MEMPHIS, TN
Position in BR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$218,048
-$182,318 QoQ
Shares Held
1,342
-25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Diversified Trust Co holds $13,222,861 across 13 Information Technology Services names. BR ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
26,538 | $6,432,545 | |
| 2 | ACN |
Accenture plc
|
11,924 | $2,364,409 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
12,244 | $1,904,186 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,008 | $633,424 | |
| 5 | GLOB |
Globant S.A.
|
9,740 | $449,111 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
9,050 | $424,535 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
7,441 | $226,578 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,342 | $218,048 |
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,048 | 1,342 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $400,366 | 1,794 | Shares | Sole | 2026-01-09 | |
| 2025-06-30 | $200,256 | 824 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $218,698 | 902 | Shares | Sole | 2025-04-24 | |
| 2023-12-31 | $309,448 | 1,504 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||