KESTRA PRIVATE WEALTH SERVICES, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1649451
AUSTIN, TX
Position in BR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,029,205
-$690,514 QoQ
Shares Held
29,421
+1.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#37
of 332 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $38,453,208 across 12 Information Technology Services names. BR ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
86,898 | $24,436,586 | |
| 2 | ACN |
Accenture plc
|
42,285 | $5,261,945 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
29,421 | $4,029,205 | |
| 4 | APLD |
Applied Digital Corp.
|
79,507 | $2,965,611 | |
| 5 | CDW |
CDW Corp
|
3,358 | $472,269 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
3,463 | $356,585 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
7,050 | $274,104 | |
| 8 | CIFR |
Cipher Digital Inc.
|
9,050 | $221,725 |
All Filings in BR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,029,205 | 29,421 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,719,719 | 29,048 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,448,050 | 28,893 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,382,079 | 30,995 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,482,650 | 30,789 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,224,580 | 29,797 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,745,847 | 29,837 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,870,749 | 27,302 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,320,379 | 27,007 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,524,254 | 26,966 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,559,365 | 27,020 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,769,533 | 26,638 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,180,004 | 25,237 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,628,340 | 24,755 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,663,419 | 19,857 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,846,856 | 19,726 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,391,418 | 16,776 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||