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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, 2026

NAPLES GLOBAL ADVISORS, LLC holds $21,256,383 across 5 Information Technology Services names. BR ranks #5 (7.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 BR
Broadridge Financial Solutions, Inc.
This page
11,699 $1,602,178

All Filings in BR

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,602,178 11,699
2026-03-31 $1,644,135 10,119
2025-12-31 $1,849,186 8,286
2025-09-30 $1,948,468 8,181
2025-06-30 $2,005,240 8,251
2025-03-31 $2,022,116 8,340
2024-12-31 $1,963,591 8,685
2024-09-30 $1,867,535 8,685
2024-06-30 $1,697,155 8,615
2024-03-31 $1,446,311 7,060
2023-12-31 $1,432,020 6,960
2023-09-30 $1,304,200 7,284
2023-06-30 $974,566 5,884
2023-03-31 $796,607 5,435
2022-12-31 $670,650 5,000
2022-09-30 $657,377 4,555
2022-06-30 $649,315 4,555
2022-03-31 $601,040 3,860
2021-12-31 $511,896 2,800
2021-09-30 $459,926 2,760
2021-06-30 $445,822 2,760
2021-03-31 $368,205 2,405
2020-12-31 $368,446 2,405
2020-09-30 $317,460 2,405
2020-06-30 $303,486 2,405
2020-03-31 $218,583 2,305