Allen Capital Group, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1601384 GRAND ISLAND, NE

Position in BR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,120,953

-$333,859 QoQ

Shares Held

22,789

+7.2% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#270

of 986 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Allen Capital Group, LLC holds $8,219,781 across 5 Information Technology Services names. BR ranks #2 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	25,429	$3,164,384
2	BR	Broadridge Financial Solutions, Inc. This page	22,789	$3,120,953
3	IBM	International Business Machines Corp	5,045	$1,418,704
4	EFOR	Everforth Inc	21,830	$390,102
5	VRRM	VERRA MOBILITY Corp	29,562	$125,638

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,120,953	22,789	+7.2%	Shares	Sole	2026-07-27
2026-03-31	$3,454,812	21,263	+5.7%	Shares	Sole	2026-05-27
2025-12-31	$4,489,064	20,115	+4.5%	Shares	Sole	2026-02-09
2025-09-30	$4,583,343	19,244	+8.6%	Shares	Sole	2025-10-27
2025-06-30	$4,307,706	17,725	+9.5%	Shares	Sole	2025-08-12
2025-03-31	$3,924,457	16,186	+15.4%	Shares	Sole	2025-05-02
2024-12-31	$3,172,042	14,030	+6.3%	Shares	Sole	2025-01-23
2024-09-30	$2,837,750	13,197	+67.7%	Shares	Sole	2024-11-12
2024-06-30	$1,550,390	7,870	+2.8%	Shares	Sole	2024-08-12
2024-03-31	$1,567,588	7,652	+6.8%	Shares	Sole	2024-04-15
2023-12-31	$1,473,581	7,162	+5.1%	Shares	Sole	2024-01-30
2023-09-30	$1,220,404	6,816	-9.6%	Shares	Sole	2023-11-01
2023-06-30	$1,248,518	7,538	-1.3%	Shares	Sole	2023-07-24
2023-03-31	$1,119,061	7,635	—	Shares	Sole	2023-04-28
No filing history on record for this holder in this stock.