Sequoia Financial Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1599900
Akron, OH
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$391,950
-$331,086 QoQ
Shares Held
2,862
-35.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 1,006 holders
Holding Since
Dec 2023
8 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, 2026Sequoia Financial Advisors, LLC holds $86,754,747 across 24 Information Technology Services names. BR ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
221,104 | $62,176,655 | |
| 2 | ACN |
Accenture plc
|
57,667 | $7,176,081 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
98,919 | $3,831,132 | |
| 4 | GIB |
Cgi Inc
|
36,485 | $2,355,836 | |
| 5 | WIT |
Wipro Ltd
|
966,489 | $2,174,600 | |
| 6 | INFY |
Infosys Ltd
|
109,291 | $1,146,462 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
29,240 | $1,136,851 | |
| 8 | CACI |
Caci International Inc /De/
|
1,790 | $829,235 |
All Filings in BR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,950 | 2,862 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $723,036 | 4,450 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $724,409 | 3,246 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $754,760 | 3,169 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $690,934 | 2,843 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $279,556 | 1,153 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $237,846 | 1,052 | Shares | Sole | 2025-08-08 | |
| 2023-12-31 | $363,560 | 1,767 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||