DT Investment Partners, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1537621 CHADDS FORD, PA

Position in BR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$529,996

-$98,801 QoQ

Shares Held

3,870

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#546

of 1,006 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DT Investment Partners, LLC holds $1,550,947 across 4 Information Technology Services names. BR ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	3,464	$974,111
2	BR	Broadridge Financial Solutions, Inc. This page	3,870	$529,996
3	ACN	Accenture plc	286	$35,589
4	CDW	CDW Corp	80	$11,251

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,996	3,870	0.0%	Shares	Sole	2026-07-27
2026-03-31	$628,797	3,870	0.0%	Shares	Sole	2026-05-15
2025-12-31	$863,667	3,870	0.0%	Shares	Sole	2026-02-10
2025-09-30	$921,717	3,870	0.0%	Shares	Sole	2025-10-22
2025-06-30	$940,526	3,870	0.0%	Shares	Sole	2025-07-22
2025-03-31	$938,320	3,870	-9.4%	Shares	Sole	2025-04-29
2024-12-31	$965,856	4,272	0.0%	Shares	Sole	2025-01-30
2024-09-30	$918,608	4,272	0.0%	Shares	Sole	2024-10-23
2024-06-30	$841,584	4,272	0.0%	Shares	Sole	2024-07-24
2024-03-31	$875,161	4,272	0.0%	Shares	Sole	2024-05-13
2023-12-31	$878,964	4,272	0.0%	Shares	Sole	2024-01-31
2023-09-30	$764,901	4,272	0.0%	Shares	Sole	2023-10-27
2023-06-30	$707,571	4,272	0.0%	Shares	Sole	2023-08-28
2023-03-31	$626,147	4,272	0.0%	Shares	Sole	2023-05-03
2022-12-31	$573,003	4,272	0.0%	Shares	Sole	2023-01-31
2022-09-30	$616,535	4,272	0.0%	Shares	Sole	2022-11-14
2022-06-30	$608,973	4,272	0.0%	Shares	Sole	2022-07-25
2022-03-31	$665,193	4,272	+24.8%	Shares	Sole	2022-05-09
2021-12-31	$625,610	3,422	-19.9%	Shares	Sole	2022-02-07
2021-09-30	$711,886	4,272	0.0%	Shares	Sole	2021-10-13
2021-06-30	$690,056	4,272	-4.5%	Shares	Sole	2021-07-26
2021-03-31	$684,663	4,472	-3.8%	Shares	Sole	2021-05-06
2020-12-31	$712,380	4,650	0.0%	Shares	Sole	2021-01-20
2020-09-30	$613,800	4,650	0.0%	Shares	Sole	2020-10-29
2020-06-30	$586,783	4,650	0.0%	Shares	Sole	2020-08-10
2020-03-31	$440,959	4,650	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.