Coastal Bridge Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1665976
WESTPORT, CT
Position in BR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$543,691
-$102,167 QoQ
Shares Held
3,970
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#542
of 1,003 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $5,031,974 across 4 Information Technology Services names. BR ranks #2 (10.8% of the industry book) .
All Filings in BR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,691 | 3,970 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $645,858 | 3,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $892,233 | 3,998 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $955,299 | 4,011 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $968,717 | 3,986 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||