WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1632972
PLYMOUTH, MN
Position in BR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$6,008,022
-$2,212,891 QoQ
Shares Held
36,977
+0.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 6.260648511236715.ToString("F0")%
Shared 0.ToString("F0")%
None 93.73935148876329.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $282,195,200 across 31 Information Technology Services names. BR ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
617,749 | $149,736,180 | |
| 2 | ACN |
Accenture plc
|
245,374 | $48,655,210 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
427,701 | $26,239,456 | |
| 4 | IT |
Gartner Inc
|
50,489 | $7,994,428 | |
| 5 | CACI |
Caci International Inc /De/
|
12,542 | $6,821,217 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
137,792 | $6,463,822 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
40,234 | $6,257,191 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
36,977 | $6,008,022 |
All Filings in BR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,008,022 | 36,977 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,220,913 | 36,837 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,569,518 | 31,782 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,921,980 | 28,482 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,015,095 | 28,933 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,580,131 | 20,258 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,170,076 | 19,393 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,191,288 | 36,504 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,107,696 | 29,814 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,284,387 | 15,963 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,883,063 | 16,102 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $349,313 | 2,109 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $371,554 | 2,535 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||