Transamerica Financial Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in BR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,147
-$2,451 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 1,002 holders
Holding Since
Jun 2022
17 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, 2026Transamerica Financial Advisors, LLC holds $1,863,402 across 28 Information Technology Services names. BR ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,767 | $778,108 | |
| 2 | ACN |
Accenture plc
|
2,345 | $291,811 | |
| 3 | G |
Genpact LTD
|
7,816 | $214,940 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
4,186 | $162,123 | |
| 5 | SAIC |
Science Applications International Corp
|
890 | $98,264 | |
| 6 | CDW |
CDW Corp
|
557 | $78,336 | |
| 7 | EPAM |
EPAM Systems, Inc.
|
792 | $62,845 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
2,337 | $60,434 |
All Filings in BR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,147 | 96 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $15,598 | 96 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,381 | 51 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,389 | 115 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,067 | 62 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,335 | 55 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,460 | 33 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2 | 7 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $112,290 | 570 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $116,770 | 570 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $120,158 | 584 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $123,365 | 689 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $109,647 | 662 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $105,090 | 717 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $96,841 | 722 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $91,210 | 632 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $83,676 | 587 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||