Merit Financial Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1621225
ALPHARETTA, GA
Position in BR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,611,700
+$415,933 QoQ
Shares Held
16,074
+63.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.0684334950852308.ToString("F0")%
Shared 0.ToString("F0")%
None 99.93156650491477.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Merit Financial Group, LLC holds $33,753,465 across 23 Information Technology Services names. BR ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
51,754 | $12,544,649 | |
| 2 | ACN |
Accenture plc
|
24,134 | $4,785,527 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
16,074 | $2,611,700 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
44,776 | $2,100,439 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
14,920 | $2,020,166 | |
| 6 | IT |
Gartner Inc
|
8,724 | $1,381,356 | |
| 7 | G |
Genpact LTD
|
30,247 | $1,126,700 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
16,604 | $1,018,652 |
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,611,700 | 16,074 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,195,767 | 9,839 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,644,398 | 11,103 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,778,805 | 11,434 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,334,889 | 9,630 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,777,745 | 7,863 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,269,537 | 5,904 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,327,386 | 6,738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,228,340 | 5,996 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $852,010 | 4,141 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $524,079 | 2,927 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $341,032 | 2,059 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $255,031 | 1,740 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||