Aptus Capital Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1664193
FAIRHOPE, AL
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,289,675
-$10,363,356 QoQ
Shares Held
24,021
-71.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#267
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $29,523,875 across 6 Information Technology Services names. BR ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
69,701 | $19,600,618 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
89,760 | $3,476,404 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
24,021 | $3,289,675 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
13,798 | $1,420,780 | |
| 5 | ACN |
Accenture plc
|
9,387 | $1,168,118 | |
| 6 | SAIC |
Science Applications International Corp
|
5,147 | $568,280 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,289,675 | 24,021 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,653,031 | 84,029 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $27,885,760 | 124,953 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,240,693 | 114,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,089,095 | 111,464 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,953,740 | 102,919 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,724,082 | 96,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,889,635 | 83,196 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,763,320 | 49,560 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,089,150 | 49,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,215,336 | 44,789 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,739,251 | 48,809 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,548,089 | 45,572 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,228,931 | 42,498 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,427,497 | 33,009 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,412,727 | 30,576 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,183,224 | 57,406 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,884,219 | 50,634 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,039,351 | 49,444 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,250,839 | 43,512 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,095,496 | 37,736 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,861,077 | 31,751 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,571,487 | 29,840 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,993,892 | 22,681 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $6,449,192 | 51,107 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,783,165 | 29,349 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||