EP Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1540569
TORRANCE, CA
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,853,102
+$2,668,178 QoQ
Shares Held
152,268
+36.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#90
of 1,006 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $55,928,906 across 14 Information Technology Services names. BR ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
152,268 | $20,853,102 | |
| 2 | ACN |
Accenture plc
|
128,055 | $15,935,164 | |
| 3 | IBM |
International Business Machines Corp
|
55,800 | $15,691,518 | |
| 4 | CDW |
CDW Corp
|
4,712 | $662,695 | |
| 5 | APLD |
Applied Digital Corp.
|
16,986 | $633,577 | |
| 6 | PSN |
Parsons Corp
|
11,105 | $581,790 | |
| 7 | G |
Genpact LTD
|
15,923 | $437,882 | |
| 8 | SAIC |
Science Applications International Corp
|
2,452 | $270,725 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,853,102 | 152,268 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,184,924 | 111,921 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,171,964 | 103,831 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,642,153 | 6,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,447,971 | 5,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,348,400 | 5,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,339,206 | 6,228 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,686,714 | 8,562 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,920,152 | 9,373 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,861,214 | 9,046 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,124,613 | 6,281 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $250,929 | 1,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,811,458 | 12,359 | 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. | ||||||