Sowell Financial Services LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in BR

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

Position Value

$281,295

-$71,286 QoQ

Shares Held

2,054

-5.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#666

of 1,002 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,794,997 across 5 Information Technology Services names. BR ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	39,076	$10,988,561
2	ACN	Accenture plc	6,421	$799,029
3	CDW	CDW Corp	3,651	$513,476
4	BR	Broadridge Financial Solutions, Inc. This page	2,054	$281,295
5	CACI	Caci International Inc /De/	459	$212,636

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,295	2,054	-5.3%	Shares	Sole	2026-07-20
2026-03-31	$352,581	2,170	-10.8%	Shares	Sole	2026-04-20
2025-12-31	$543,195	2,434	+4.0%	Shares	Sole	2026-01-21
2025-09-30	$557,317	2,340	+1.2%	Shares	Sole	2025-10-17
2025-06-30	$561,885	2,312	+6.1%	Shares	Sole	2025-07-14
2025-03-31	$528,562	2,180	-53.4%	Shares	Sole	2025-04-17
2021-03-31	$715,589	4,674	-4.3%	Shares	Sole	2021-05-07
2020-12-31	$748,228	4,884	-1.5%	Shares	Sole	2021-01-13
2020-09-30	$654,588	4,959	+8.7%	Shares	Sole	2020-11-12
2020-06-30	$575,678	4,562	+15.6%	Shares	Sole	2020-08-13
2020-03-31	$374,199	3,946	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.