CWM, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1535847 OMAHA, NE

Position in BR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,282,549

+$3,524,639 QoQ

Shares Held

32,512

+312.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 4.035433070866142.ToString("F0")% Shared 0.ToString("F0")% None 95.96456692913385.ToString("F0")%

Technology · as of Mar 31, 2026

CWM, LLC holds $188,571,563 across 48 Information Technology Services names. BR ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	311,283	$75,451,886
2	ACN	Accenture plc	150,912	$29,924,340
3	IT	Gartner Inc	91,884	$14,548,912
4	CTSH	Cognizant Technology Solutions Corp	173,639	$10,652,752
5	LDOS	Leidos Holdings, Inc.	50,852	$7,908,503
6	G	Genpact LTD	196,641	$7,324,877
7	FIS	Fidelity National Information Services, Inc.	148,287	$6,956,143
8	BR	Broadridge Financial Solutions, Inc. This page	32,512	$5,282,549

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,282,549	32,512	+312.7%	Shares	Sole	2026-05-14
2025-12-31	$1,757,910	7,877	-6.3%	Shares	Sole	2026-01-26
2025-09-30	$2,002,295	8,407	+7.4%	Shares	Sole	2025-10-15
2025-06-30	$1,902,195	7,827	+1.9%	Shares	Sole	2025-07-25
2025-03-31	$1,862,092	7,680	+2.9%	Shares	Sole	2025-05-01
2024-12-31	$1,687,535	7,464	+2.6%	Shares	Sole	2025-02-04
2024-09-30	$1,563,698	7,272	+3.3%	Shares	Sole	2024-10-08
2024-06-30	$1,387,077	7,041	+8.0%	Shares	Sole	2024-07-10
2024-03-31	$1,335,482	6,519	+15.4%	Shares	Sole	2024-04-05
2023-12-31	$1,162,076	5,648	+8.3%	Shares	Sole	2024-02-01
2023-09-30	$934,103	5,217	+6.4%	Shares	Sole	2023-10-11
2023-06-30	$811,752	4,901	+40.8%	Shares	Sole	2023-08-03
2023-03-31	$510,063	3,480	+6.9%	Shares	Sole	2023-05-01
2022-12-31	$436,727	3,256	+2.0%	Shares	Sole	2023-02-01
2022-09-30	$460,813	3,193	+14.7%	Shares	Sole	2022-10-27
2022-06-30	$396,859	2,784	+6.3%	Shares	Sole	2022-07-28
2022-03-31	$407,648	2,618	+27.0%	Shares	Sole	2022-04-21
2021-12-31	$376,792	2,061	+26.8%	Shares	Sole	2022-01-31
2021-06-30	$262,647	1,626	0.0%	Shares	Sole	2021-09-15
2021-03-31	$248,940	1,626	0.0%	Shares	Sole	2021-09-15
2020-12-31	$249,103	1,626	0.0%	Shares	Sole	2021-09-15
2020-09-30	$214,632	1,626	0.0%	Shares	Sole	2021-09-15
2020-06-30	$205,184	1,626	0.0%	Shares	Sole	2021-09-15
2020-03-31	$154,193	1,626	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.