Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1510434
Seattle, WA
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$641,747
+$183,554 QoQ
Shares Held
4,686
+66.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#521
of 1,006 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $21,708,802 across 9 Information Technology Services names. BR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
60,158 | $16,917,030 | |
| 2 | G |
Genpact LTD
|
31,687 | $871,392 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
5,997 | $826,025 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
18,529 | $717,627 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
4,686 | $641,747 | |
| 6 | ACN |
Accenture plc
|
4,795 | $596,689 | |
| 7 | CDW |
CDW Corp
|
3,298 | $463,830 | |
| 8 | WIT |
Wipro Ltd
|
165,639 | $372,687 |
All Filings in BR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,747 | 4,686 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $458,193 | 2,820 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $866,122 | 3,881 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $618,050 | 2,595 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,474,287 | 10,181 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,354,770 | 9,712 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $447,658 | 1,980 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $401,461 | 1,867 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $355,191 | 1,803 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $366,699 | 1,790 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $385,164 | 1,872 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $320,141 | 1,788 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $322,315 | 1,946 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $304,132 | 2,075 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $229,764 | 1,713 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $205,800 | 1,426 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $251,885 | 1,767 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $222,353 | 1,428 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $261,066 | 1,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,961 | 1,428 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||