Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$364,560
-$55,938 QoQ
Shares Held
2,662
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#623
of 1,006 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, 2026Allworth Financial LP holds $45,515,648 across 50 Information Technology Services names. BR ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
140,146 | $39,410,456 | |
| 2 | ACN |
Accenture plc
|
19,105 | $2,377,426 | |
| 3 | IT |
Gartner Inc
|
3,213 | $416,469 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,662 | $364,560 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
7,427 | $287,647 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
20,845 | $235,756 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
5,829 | $226,631 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,122 | $218,502 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,560 | 2,662 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $420,498 | 2,588 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,397,639 | 33,148 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,877,710 | 33,076 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $7,897,745 | 32,497 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $343,808 | 1,418 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $311,325 | 1,377 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $282,549 | 1,314 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $253,933 | 1,289 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $216,127 | 1,055 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $115,425 | 561 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $101,163 | 565 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $51,014 | 308 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $57,015 | 389 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $28,569 | 213 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $63,067 | 437 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,598 | 376 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $48,892 | 314 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $47,350 | 259 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,164 | 67 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,822 | 67 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,697 | 96 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $14,707 | 96 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $12,672 | 96 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $78,490 | 622 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $58,984 | 622 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||