Wealthspire Advisors, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1646247 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$504,523

+$124,242 QoQ

Shares Held

3,684

+116.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#541

of 986 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $47,244,299 across 8 Information Technology Services names. BR ranks #6 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	228,396	$28,421,598
2	IBM	International Business Machines Corp	55,000	$15,466,550
3	EFOR	Everforth Inc	50,000	$893,500
4	CIFR	Cipher Digital Inc.	28,885	$707,682
5	APLD	Applied Digital Corp.	17,512	$653,197
6	BR	Broadridge Financial Solutions, Inc. This page	3,684	$504,523
7	CDW	CDW Corp	2,211	$310,955
8	CACI	Caci International Inc /De/	618	$286,294

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,523	3,684	+116.2%	Shares	Sole	2026-08-11
2025-12-31	$380,281	1,704	+83.6%	Shares	Sole	2026-02-13
2025-09-30	$221,021	928	-12.5%	Shares	Sole	2025-11-14
2025-06-30	$257,611	1,060	+6.0%	Shares	Sole	2025-08-11
2025-03-31	$242,460	1,000	+0.7%	Shares	Sole	2025-05-09
2024-12-31	$224,507	993	-7.4%	Shares	Sole	2025-02-04
2023-12-31	$220,564	1,072	-70.3%	Shares	Sole	2024-02-07
2021-09-30	$601,070	3,607	+90.6%	Shares	Sole	2021-11-15
2021-03-31	$289,665	1,892	+39.5%	Shares	Sole	2021-05-17
2020-12-31	$207,739	1,356	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.