NAPLES GLOBAL ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1582151
NAPLES, FL
Position in BR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,602,178
-$41,957 QoQ
Shares Held
11,699
+15.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#357
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $21,256,383 across 5 Information Technology Services names. BR ranks #5 (7.5% of the industry book) .
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,178 | 11,699 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,644,135 | 10,119 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,849,186 | 8,286 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,948,468 | 8,181 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,005,240 | 8,251 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,022,116 | 8,340 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,963,591 | 8,685 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,867,535 | 8,685 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,697,155 | 8,615 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,446,311 | 7,060 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,432,020 | 6,960 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,304,200 | 7,284 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $974,566 | 5,884 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $796,607 | 5,435 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $670,650 | 5,000 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $657,377 | 4,555 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $649,315 | 4,555 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $601,040 | 3,860 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $511,896 | 2,800 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $459,926 | 2,760 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $445,822 | 2,760 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $368,205 | 2,405 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $368,446 | 2,405 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $317,460 | 2,405 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $303,486 | 2,405 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $218,583 | 2,305 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||