EP Wealth Advisors, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1540569 TORRANCE, CA

Position in BR

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

Position Value

$18,184,924

-$4,987,040 QoQ

Shares Held

111,921

+7.8% QoQ

Ownership

0.097%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 90.80869541909024.ToString("F0")% Shared 0.ToString("F0")% None 9.191304580909748.ToString("F0")%

Technology · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. BR ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	111,921	$18,184,924
2	ACN	Accenture plc	79,265	$15,717,456
3	IBM	International Business Machines Corp	51,382	$12,454,482
4	LDOS	Leidos Holdings, Inc.	16,830	$2,617,401
5	G	Genpact LTD	16,880	$628,780
6	PSN	Parsons Corp	10,636	$576,152
7	CDW	CDW Corp	4,129	$499,691
8	CTSH	Cognizant Technology Solutions Corp	7,514	$460,983

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,184,924	111,921	+7.8%	Shares	Sole	2026-05-14
2025-12-31	$23,171,964	103,831	+1436.6%	Shares	Sole	2026-02-18
2025-06-30	$1,642,153	6,757	+13.1%	Shares	Sole	2025-08-14
2025-03-31	$1,447,971	5,972	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,348,400	5,964	-4.2%	Shares	Sole	2025-02-14
2024-09-30	$1,339,206	6,228	-27.3%	Shares	Sole	2024-11-15
2024-06-30	$1,686,714	8,562	-8.7%	Shares	Sole	2024-08-19
2024-03-31	$1,920,152	9,373	+3.6%	Shares	Sole	2024-05-14
2023-12-31	$1,861,214	9,046	+44.0%	Shares	Sole	2024-02-28
2023-09-30	$1,124,613	6,281	+314.6%	Shares	Sole	2023-11-24
2023-06-30	$250,929	1,515	-87.7%	Shares	Sole	2023-08-14
2023-03-31	$1,811,458	12,359	+671.5%	Shares	Sole	2023-06-05
2022-12-31	$214,876	1,602	—	Shares	Sole	2023-06-12
No filing history on record for this holder in this stock.