Ellevest, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1644128 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$417,560

-$50,544 QoQ

Shares Held

3,049

+5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#593

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ellevest, Inc. holds $2,748,007 across 3 Information Technology Services names. BR ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	6,476	$1,821,115
2	ACN	Accenture plc	4,093	$509,332
3	BR	Broadridge Financial Solutions, Inc. This page	3,049	$417,560

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,560	3,049	+5.8%	Shares	Sole	2026-08-10
2026-03-31	$468,104	2,881	+30.8%	Shares	Sole	2026-05-11
2025-12-31	$491,420	2,202	-10.6%	Shares	Sole	2026-02-10
2025-09-30	$586,850	2,464	-8.2%	Shares	Sole	2025-11-14
2025-06-30	$652,049	2,683	+3.4%	Shares	Sole	2025-08-05
2025-03-31	$629,426	2,596	+5.8%	Shares	Sole	2025-05-14
2024-12-31	$554,824	2,454	+5.4%	Shares	Sole	2025-02-14
2024-09-30	$500,804	2,329	-2.2%	Shares	Sole	2024-11-13
2024-06-30	$469,057	2,381	+4.2%	Shares	Sole	2024-08-14
2024-03-31	$468,309	2,286	+1.3%	Shares	Sole	2024-05-13
2023-12-31	$464,172	2,256	+7.8%	Shares	Sole	2024-02-06
2023-09-30	$374,751	2,093	+8.5%	Shares	Sole	2023-11-09
2023-06-30	$319,500	1,929	+364.8%	Shares	Sole	2023-08-09
2023-03-31	$60,826	415	+2205.6%	Shares	Sole	2023-05-04
2022-12-31	$2,414	18	-96.8%	Shares	Sole	2023-02-03
2022-09-30	$80,241	556	-17.0%	Shares	Sole	2022-11-02
2022-06-30	$95,508	670	+156.7%	Shares	Sole	2022-07-18
2022-03-31	$40,640	261	-3.3%	Shares	Sole	2022-04-19
2021-12-31	$49,361	270	+246.2%	Shares	Sole	2022-01-24
2021-09-30	$12,997	78	+50.0%	Shares	Sole	2021-10-19
2021-06-30	$8,399	52	+62.5%	Shares	Sole	2021-07-13
2021-03-31	$4,899	32	-90.0%	Shares	Sole	2021-05-03
2020-12-31	$49,177	321	+1237.5%	Shares	Sole	2021-02-04
2020-09-30	$3,168	24	-57.1%	Shares	Sole	2020-10-26
2020-06-30	$7,066	56	-79.5%	Shares	Sole	2020-07-06
2020-03-31	$25,888	273	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.