JFS WEALTH ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1568068
HERMITAGE, PA
Position in BR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,105
-$7,017 QoQ
Shares Held
103
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#878
of 986 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $3,412,976 across 25 Information Technology Services names. BR ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
11,185 | $3,145,333 | |
| 2 | ACN |
Accenture plc
|
942 | $117,222 | |
| 3 | CDW |
CDW Corp
|
382 | $53,724 | |
| 4 | CACI |
Caci International Inc /De/
|
32 | $14,824 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
103 | $14,105 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
263 | $10,225 | |
| 7 | INFY |
Infosys Ltd
|
944 | $9,902 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
95 | $9,782 |
All Filings in BR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,105 | 103 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $21,122 | 130 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $33,921 | 152 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $30,485 | 128 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $34,753 | 143 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $37,823 | 156 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $35,496 | 157 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $33,759 | 157 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $30,535 | 155 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $31,753 | 155 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $31,891 | 155 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $29,006 | 162 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $25,672 | 155 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,037 | 164 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $20,521 | 153 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $48,202 | 334 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $44,618 | 313 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $46,557 | 299 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $34,370 | 188 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||