Creative Planning
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in BR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,410,510
+$17,281 QoQ
Shares Held
61,413
+18.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 1,006 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, 2026Creative Planning holds $429,599,961 across 44 Information Technology Services names. BR ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
545,121 | $153,293,475 | |
| 2 | ACN |
Accenture plc
|
426,697 | $53,098,174 | |
| 3 | CACI |
Caci International Inc /De/
|
82,929 | $38,417,687 | |
| 4 | WIT |
Wipro Ltd
|
9,023,599 | $20,303,097 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
131,572 | $18,122,726 | |
| 6 | INFY |
Infosys Ltd
|
1,581,275 | $16,587,573 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
374,059 | $14,543,413 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
284,838 | $11,031,775 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,410,510 | 61,413 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,393,229 | 51,657 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,139,877 | 31,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,721,156 | 28,220 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,271,874 | 25,807 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,123,569 | 25,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,359,689 | 23,706 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,954,075 | 23,039 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,479,583 | 22,739 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,669,987 | 22,796 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,479,588 | 21,772 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,481,806 | 19,446 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,253,469 | 19,643 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,696,301 | 18,396 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,388,184 | 17,805 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,419,813 | 16,767 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,232,190 | 15,659 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,395,286 | 15,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,961,318 | 16,198 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,658,741 | 15,955 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,514,537 | 15,567 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,714,156 | 17,728 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,494,555 | 16,283 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,004,684 | 15,187 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,543,934 | 12,235 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,180,823 | 12,452 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||