Atria Investments, Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1535865
Charlotte, NC
Position in BR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,011,375
-$1,552,071 QoQ
Shares Held
7,385
-53.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 332 holders
Holding Since
Mar 2020
26 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, 2026Atria Investments, Inc holds $28,955,220 across 16 Information Technology Services names. BR ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
56,830 | $15,981,164 | |
| 2 | CDW |
CDW Corp
|
20,474 | $2,879,463 | |
| 3 | ACN |
Accenture plc
|
21,016 | $2,615,231 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
14,417 | $1,985,797 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
7,385 | $1,011,375 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
17,811 | $692,491 | |
| 7 | SAIC |
Science Applications International Corp
|
6,198 | $684,321 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
6,239 | $495,064 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,375 | 7,385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,563,446 | 15,777 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,919,807 | 26,526 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,900,261 | 28,972 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,234,760 | 29,769 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,543,173 | 31,111 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,188,531 | 31,795 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,373,059 | 29,638 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,324,516 | 27,028 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,136,659 | 25,074 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,612,297 | 22,417 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,336,775 | 18,636 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,952,354 | 17,825 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,636,647 | 17,989 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,227,021 | 9,148 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,517,236 | 10,513 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,561,350 | 10,953 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,954,627 | 12,553 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,057,821 | 11,256 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,785,214 | 10,713 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,663,920 | 10,301 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,585,350 | 10,355 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,571,832 | 10,260 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,902,780 | 14,415 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,769,436 | 14,022 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,364,129 | 14,385 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||