Diversified Trust Co
BankPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1479844
MEMPHIS, TN
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$236,512
+$18,464 QoQ
Shares Held
1,727
+28.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#715
of 1,006 holders
Holding Since
Dec 2023
6 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, 2026Diversified Trust Co holds $10,155,280 across 9 Information Technology Services names. BR ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
25,435 | $7,152,576 | |
| 2 | GLOB |
Globant S.A.
|
31,330 | $906,690 | |
| 3 | ACN |
Accenture plc
|
5,785 | $719,884 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
16,745 | $651,045 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,727 | $236,512 | |
| 6 | WIT |
Wipro Ltd
|
63,250 | $142,312 | |
| 7 | TSSI |
TSS, Inc.
|
10,000 | $123,000 | |
| 8 | INFY |
Infosys Ltd
|
11,415 | $119,743 |
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,512 | 1,727 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||