Merit Financial Group, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1621225 ALPHARETTA, GA

Position in BR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,235,011

-$1,376,689 QoQ

Shares Held

9,018

-43.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#399

of 1,006 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Merit Financial Group, LLC holds $31,500,289 across 25 Information Technology Services names. BR ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	55,170	$15,514,349
2	ACN	Accenture plc	27,881	$3,469,507
3	IT	Gartner Inc	12,579	$1,630,486
4	EPAM	EPAM Systems, Inc.	17,802	$1,412,586
5	BR	Broadridge Financial Solutions, Inc. This page	9,018	$1,235,011
6	FIS	Fidelity National Information Services, Inc.	25,497	$991,318
7	PSN	Parsons Corp	14,189	$743,360
8	CTSH	Cognizant Technology Solutions Corp	17,224	$667,083

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,235,011	9,018	-43.9%	Shares	Other	2026-07-20
2026-03-31	$2,611,700	16,074	+63.4%	Shares	Other	2026-04-15
2025-12-31	$2,195,767	9,839	-11.4%	Shares	Other	2026-01-26
2025-09-30	$2,644,398	11,103	-2.9%	Shares	Other	2025-11-07
2025-06-30	$2,778,805	11,434	+18.7%	Shares	Sole	2025-07-22
2025-03-31	$2,334,889	9,630	+22.5%	Shares	Sole	2025-04-09
2024-12-31	$1,777,745	7,863	+33.2%	Shares	Sole	2025-01-15
2024-09-30	$1,269,537	5,904	-12.4%	Shares	Sole	2024-10-17
2024-06-30	$1,327,386	6,738	+12.4%	Shares	Sole	2024-08-13
2024-03-31	$1,228,340	5,996	+44.8%	Shares	Sole	2024-05-06
2023-12-31	$852,010	4,141	+41.5%	Shares	Sole	2024-02-06
2023-09-30	$524,079	2,927	+42.2%	Shares	Sole	2023-11-07
2023-06-30	$341,032	2,059	+18.3%	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.