TD PRIVATE CLIENT WEALTH LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1551017
NEW YORK, NY
Position in BR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$275,817
-$75,627 QoQ
Shares Held
2,014
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#663
of 986 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $6,300,540 across 25 Information Technology Services names. BR ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
9,773 | $2,748,265 | |
| 2 | CDW |
CDW Corp
|
6,804 | $956,914 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
6,304 | $868,312 | |
| 4 | ACN |
Accenture plc
|
4,859 | $604,653 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,014 | $275,817 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,100 | $216,237 | |
| 7 | SAIC |
Science Applications International Corp
|
1,910 | $210,883 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
4,120 | $106,543 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,817 | 2,014 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $351,444 | 2,163 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $465,086 | 2,084 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $563,748 | 2,367 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $634,065 | 2,609 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $706,528 | 2,914 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $628,530 | 2,780 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $597,783 | 2,780 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $556,328 | 2,824 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $559,267 | 2,730 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $688,233 | 3,345 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $653,532 | 3,650 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $586,164 | 3,539 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $531,169 | 3,624 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $403,865 | 3,011 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $450,134 | 3,119 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $450,030 | 3,157 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $528,946 | 3,397 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $587,766 | 3,215 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $587,072 | 3,523 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $594,107 | 3,678 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $566,010 | 3,697 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $560,712 | 3,660 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $618,948 | 4,689 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $590,569 | 4,680 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $549,634 | 5,796 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||