Copeland Capital Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1541743
Conshohocken, PA
Position in BR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$795,678
-$328,845 QoQ
Shares Held
5,810
-16.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#479
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Copeland Capital Management, LLC holds $41,897,091 across 6 Information Technology Services names. BR ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JKHY |
Jack Henry & Associates Inc
|
192,947 | $26,576,519 | |
| 2 | CNXC |
Concentrix Corp
|
640,051 | $14,340,342 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,810 | $795,678 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
911 | $93,805 | |
| 5 | HCKT |
Hackett Group, Inc.
|
5,653 | $60,882 | |
| 6 | ACN |
Accenture plc
|
240 | $29,865 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,678 | 5,810 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,124,523 | 6,921 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,412,888 | 6,331 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,605,265 | 6,740 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,768,285 | 7,276 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $22,967,023 | 94,725 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $36,326,105 | 160,671 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $35,152,028 | 163,475 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $37,962,294 | 192,702 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,284,977 | 191,765 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $38,092,554 | 185,140 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $34,779,746 | 194,246 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $31,846,341 | 192,274 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $26,027,459 | 177,577 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $19,434,228 | 144,891 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $16,427,078 | 113,824 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $16,435,301 | 115,295 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,936,390 | 115,191 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $30,286,875 | 165,665 | Shares | Defined | 2022-01-18 | |
| 2021-09-30 | $27,698,900 | 166,220 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $23,100,566 | 143,011 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $22,329,940 | 145,852 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $18,040,831 | 117,760 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $16,555,836 | 125,423 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $17,780,296 | 140,901 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $13,163,446 | 138,811 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||