SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1531593 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,697

+$610 QoQ

Shares Held

+42.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#951

of 1,003 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $4,543,801 across 14 Information Technology Services names. BR ranks #11 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APLD	Applied Digital Corp.	114,900	$4,285,770
2	IBM	International Business Machines Corp	300	$84,363
3	PENG	Penguin Solutions, Inc.	916	$69,625
4	HCKT	Hackett Group, Inc.	3,000	$32,310
5	EFOR	Everforth Inc	1,000	$17,870
6	ACN	Accenture plc	142	$17,670
7	TSSI	TSS, Inc.	983	$12,090
8	FIS	Fidelity National Information Services, Inc.	120	$4,665

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,697	27	+42.1%	Shares	Sole	2026-08-03
2026-03-31	$3,087	19	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$38,608	173	-13.9%	Shares	Sole	2026-02-17
2025-09-30	$47,872	201	+154.4%	Shares	Sole	2025-11-13
2025-06-30	$19,199	79	+7800.0%	Shares	Sole	2025-08-12
2023-12-31	$205	1	-99.3%	Shares	Sole	2024-02-14
2023-06-30	$25,341	153	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$33,711	230	-90.3%	Shares	Sole	2023-05-12
2022-12-31	$317,083	2,364	+872.8%	Shares	Sole	2023-02-13
2022-06-30	$34,639	243	+406.2%	Shares	Sole	2022-08-02
2022-03-31	$7,474	48	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.