Stratos Wealth Partners, LTD.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1612865
BEACHWOOD, OH
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$471,381
-$2,638,973 QoQ
Shares Held
3,442
-82.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 1,005 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $29,987,511 across 8 Information Technology Services names. BR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
60,564 | $17,031,202 | |
| 2 | ACN |
Accenture plc
|
49,032 | $6,101,542 | |
| 3 | APLD |
Applied Digital Corp.
|
84,888 | $3,166,322 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
17,246 | $2,375,464 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,442 | $471,381 | |
| 6 | PSN |
Parsons Corp
|
6,538 | $342,525 | |
| 7 | INOD |
Innodata Inc
|
3,383 | $255,687 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
6,260 | $243,388 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,381 | 3,442 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,110,354 | 19,143 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,389,753 | 19,670 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,667,655 | 19,598 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,716,483 | 19,407 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,577,402 | 18,879 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,139,255 | 18,308 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,847,961 | 17,895 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,330,285 | 16,905 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,492,863 | 17,050 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,355,371 | 16,308 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,924,602 | 16,334 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,550,867 | 15,401 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,093,752 | 14,285 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,752,944 | 13,069 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,888,427 | 13,085 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,052,577 | 14,399 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,180,874 | 14,006 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,476,662 | 13,547 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,145,323 | 12,874 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,945,628 | 12,045 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,693,745 | 11,063 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,580,104 | 10,314 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,308,648 | 9,914 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,221,519 | 9,680 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $730,949 | 7,708 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||