WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1632972
PLYMOUTH, MN
Position in BR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,005,787
-$2,002,235 QoQ
Shares Held
29,250
-20.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 1,006 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,427,550 across 39 Information Technology Services names. BR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
665,812 | $187,232,992 | |
| 2 | ACN |
Accenture plc
|
292,646 | $36,416,868 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
341,825 | $13,238,882 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
78,904 | $10,868,236 | |
| 5 | CACI |
Caci International Inc /De/
|
12,027 | $5,571,628 | |
| 6 | IT |
Gartner Inc
|
40,920 | $5,304,050 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
41,666 | $4,290,348 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
29,250 | $4,005,787 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,005,787 | 29,250 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||