Compass Ion Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1621100
CONSHOHOCKEN, PA
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,155
-$64,188 QoQ
Shares Held
2,126
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#661
of 1,003 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Compass Ion Advisors, LLC holds $5,052,869 across 5 Information Technology Services names. BR ranks #5 (5.8% of the industry book) .
All Filings in BR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,155 | 2,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $355,343 | 2,187 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $404,384 | 1,812 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $431,325 | 1,811 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $440,856 | 1,814 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $430,608 | 1,776 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $360,387 | 1,594 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $381,463 | 1,774 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $300,228 | 1,524 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $312,206 | 1,524 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $606,551 | 2,948 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $507,427 | 2,834 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||