Dynamic Advisor Solutions LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1599747
PHOENIX, AZ
Position in BR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$245,019
-$50,904 QoQ
Shares Held
1,508
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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, 2026Dynamic Advisor Solutions LLC holds $11,741,067 across 7 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
28,457 | $8,002,392 | |
| 2 | ACN |
Accenture plc
|
19,455 | $2,420,980 | |
| 3 | DXC |
DXC Technology Co
|
57,270 | $506,839 | |
| 4 | APLD |
Applied Digital Corp.
|
9,702 | $361,884 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
6,316 | $245,566 | |
| 6 | WIT |
Wipro Ltd
|
49,655 | $111,723 | |
| 7 | BBAI |
BigBear.ai Holdings, Inc.
|
24,982 | $91,683 |
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,019 | 1,508 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $295,923 | 1,326 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $340,344 | 1,429 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $348,261 | 1,433 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $356,173 | 1,469 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $337,100 | 1,491 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $332,651 | 1,547 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $325,641 | 1,653 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $342,935 | 1,674 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $339,487 | 1,650 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $287,733 | 1,607 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $257,885 | 1,557 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $222,053 | 1,515 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||