NewEdge Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1633516
NEW ORLEANS, LA
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,080,544
-$358,605 QoQ
Shares Held
15,192
+1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#325
of 1,010 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $82,399,121 across 32 Information Technology Services names. BR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
198,163 | $55,725,417 | |
| 2 | ACN |
Accenture plc
|
61,826 | $7,693,627 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
101,546 | $3,948,108 | |
| 4 | APLD |
Applied Digital Corp.
|
81,134 | $3,026,298 | |
| 5 | EPAM |
EPAM Systems, Inc.
|
28,863 | $2,290,279 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
15,192 | $2,080,544 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
37,532 | $1,453,614 | |
| 8 | CDW |
CDW Corp
|
9,335 | $1,312,874 |
All Filings in BR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,080,544 | 15,192 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,439,149 | 15,012 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $5,945,471 | 26,641 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,413,441 | 26,928 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,594,793 | 23,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,809,436 | 19,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,272,874 | 18,899 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,858,283 | 17,943 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,324,769 | 16,877 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,945,398 | 19,259 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,148,125 | 20,161 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,167,394 | 17,690 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,736,961 | 10,487 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,626,340 | 11,096 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $63,134 | 5,924 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $639,048 | 4,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $794,431 | 5,573 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $970,225 | 5,307 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $603,403 | 3,621 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $639,335 | 3,958 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $607,500 | 3,968 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $682,199 | 4,453 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $620,136 | 4,698 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $369,862 | 2,931 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $325,266 | 3,430 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||