Focus Partners Wealth

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1542153 ST LOUIS, MO

Position in BR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,540,374

-$9,885,278 QoQ

Shares Held

91,569

-33.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#123

of 1,006 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $337,757,715 across 27 Information Technology Services names. BR ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	995,439	$123,872,429
2	IBM	International Business Machines Corp	379,720	$106,781,061
3	CACI	Caci International Inc /De/	117,272	$54,327,426
4	APLD	Applied Digital Corp.	428,376	$15,978,424
5	BR	Broadridge Financial Solutions, Inc. This page	91,569	$12,540,374
6	GDYN	Grid Dynamics Holdings, Inc.	1,027,656	$5,837,086
7	CDW	CDW Corp	20,261	$2,849,507
8	WYY	Widepoint Corp	157,046	$2,748,305

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,540,374	91,569	-33.7%	Shares	Sole	2026-08-12
2026-03-31	$22,425,652	138,021	-38.9%	Shares	Sole	2026-05-15
2025-12-31	$50,428,162	225,963	+49.8%	Shares	Sole	2026-02-13
2025-09-30	$35,928,897	150,854	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$37,428,078	154,006	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$37,102,926	153,027	-2.4%	Shares	Sole	2025-05-20
2024-12-31	$35,444,581	156,772	+113.4%	Shares	Sole	2025-05-20
2024-09-30	$15,798,899	73,473	-54.3%	Shares	Sole	2024-11-14
2024-06-30	$31,689,420	160,860	+153.1%	Shares	Sole	2024-08-15
2024-03-31	$13,022,335	63,567	+9.0%	Shares	Sole	2024-05-16
2023-12-31	$11,995,842	58,303	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.