MISSION WEALTH MANAGEMENT, LP
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1645382
Santa Barbara, CA
Position in BR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$432,625
-$120,294 QoQ
Shares Held
3,159
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $12,907,797 across 7 Information Technology Services names. BR ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,091 | $8,743,100 | |
| 2 | ACN |
Accenture plc
|
13,352 | $1,661,522 | |
| 3 | APLD |
Applied Digital Corp.
|
33,580 | $1,252,534 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,159 | $432,625 | |
| 5 | IT |
Gartner Inc
|
3,028 | $392,489 | |
| 6 | GIB |
Cgi Inc
|
3,347 | $216,115 | |
| 7 | CDW |
CDW Corp
|
1,489 | $209,412 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,625 | 3,159 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $552,919 | 3,403 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $740,254 | 3,317 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $961,730 | 4,038 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $908,932 | 3,740 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $881,099 | 3,634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $821,837 | 3,635 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $785,934 | 3,655 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $630,400 | 3,200 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $656,166 | 3,203 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $666,012 | 3,237 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $581,554 | 3,248 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $560,326 | 3,383 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $495,553 | 3,381 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $453,359 | 3,380 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $491,265 | 3,404 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $480,536 | 3,371 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $523,808 | 3,364 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $617,565 | 3,378 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $552,744 | 3,317 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $382,341 | 2,367 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $348,455 | 2,276 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $349,449 | 2,281 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $301,092 | 2,281 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $287,839 | 2,281 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $215,833 | 2,276 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||