Position in BR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$288,553
-$17,721 QoQ
Shares Held
2,107
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 235 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $19,148,848 across 44 Information Technology Services names. BR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
43,273 | $12,168,800 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
12,055 | $1,241,303 | |
| 3 | ACN |
Accenture plc
|
9,745 | $1,212,667 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
23,992 | $932,808 | |
| 5 | CACI |
Caci International Inc /De/
|
1,510 | $699,522 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
3,958 | $545,174 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
8,968 | $347,330 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,107 | $288,553 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,553 | 2,107 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $306,274 | 1,885 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $485,841 | 2,177 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $481,579 | 2,022 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $519,112 | 2,136 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $454,854 | 1,876 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $336,421 | 1,488 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $325,985 | 1,516 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $320,716 | 1,628 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $108,780 | 531 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $83,740 | 407 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $98,477 | 550 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $68,239 | 412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $97,469 | 665 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $178,527 | 1,331 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $446,814 | 3,096 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $405,412 | 2,844 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $442,839 | 2,844 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $244,795 | 1,339 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $227,963 | 1,368 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $208,050 | 1,288 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $72,110 | 471 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $76,753 | 501 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $89,892 | 681 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $193,701 | 1,535 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $153,814 | 1,622 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||