BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$90,250
+$76,927 QoQ
Shares Held
659
+703.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#796
of 1,003 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,784,484 across 7 Information Technology Services names. BR ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
30,495 | $8,575,498 | |
| 2 | ACN |
Accenture plc
|
875 | $108,885 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
659 | $90,250 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
200 | $7,746 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
20 | $777 | |
| 6 | VYX |
NCR Voyix Corp
|
88 | $718 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
54 | $610 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,250 | 659 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $13,323 | 82 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||