Chicago Partners Investment Group LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1563525
CHICAGO, IL
Position in BR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$465,082
+$102,427 QoQ
Shares Held
3,396
+52.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#569
of 1,005 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $18,036,206 across 15 Information Technology Services names. BR ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
27,405 | $7,706,560 | |
| 2 | ACN |
Accenture plc
|
21,669 | $2,696,490 | |
| 3 | KEEL |
Keel Infrastructure Corp.
|
306,536 | $1,759,516 | |
| 4 | CDW |
CDW Corp
|
6,252 | $879,281 | |
| 5 | IT |
Gartner Inc
|
4,826 | $625,546 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
4,512 | $621,482 | |
| 7 | CIFR |
Cipher Digital Inc.
|
21,983 | $538,583 | |
| 8 | G |
Genpact LTD
|
18,670 | $513,425 |
All Filings in BR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,082 | 3,396 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $362,655 | 2,232 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $260,439 | 1,167 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $593,043 | 2,490 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $359,927 | 1,481 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $316,410 | 1,305 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $257,742 | 1,140 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $214,169 | 996 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||