Douglas Lane & Associates, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1672594 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$7,817,790

-$2,143,371 QoQ

Shares Held

57,085

-6.9% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#164

of 1,006 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Technology · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $84,005,687 across 5 Information Technology Services names. BR ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	131,789	$37,060,384
2	IT	Gartner Inc	186,744	$24,205,757
3	KD	Kyndryl Holdings, Inc.	1,062,386	$12,015,585
4	BR	Broadridge Financial Solutions, Inc. This page	57,085	$7,817,790
5	ACN	Accenture plc	23,354	$2,906,171

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,817,790	57,085	-6.9%	Shares	Sole	2026-07-14
2026-03-31	$9,961,161	61,307	+4.8%	Shares	Sole	2026-04-15
2025-12-31	$13,050,535	58,478	-1.7%	Shares	Sole	2026-01-22
2025-09-30	$14,170,876	59,499	-2.0%	Shares	Sole	2025-10-10
2025-06-30	$14,760,427	60,735	-2.8%	Shares	Sole	2025-07-07
2025-03-31	$15,147,688	62,475	-5.1%	Shares	Sole	2025-04-09
2024-12-31	$14,881,922	65,823	-3.4%	Shares	Sole	2025-01-08
2024-09-30	$14,655,584	68,156	-10.1%	Shares	Sole	2024-10-10
2024-06-30	$14,935,555	75,815	-23.8%	Shares	Sole	2024-07-08
2024-03-31	$20,369,639	99,432	-8.8%	Shares	Sole	2024-04-11
2023-12-31	$22,432,305	109,027	-17.0%	Shares	Sole	2024-01-17
2023-09-30	$23,526,990	131,399	-12.8%	Shares	Sole	2023-10-16
2023-06-30	$24,972,531	150,773	-9.6%	Shares	Sole	2023-07-19
2023-03-31	$24,439,374	166,742	-12.3%	Shares	Sole	2023-04-17
2022-12-31	$25,508,709	190,179	-23.8%	Shares	Sole	2023-02-14
2022-09-30	$36,034,106	249,682	-9.7%	Shares	Sole	2022-10-14
2022-06-30	$39,433,463	276,629	-0.1%	Shares	Sole	2022-07-18
2022-03-31	$43,122,327	276,940	-4.7%	Shares	Sole	2022-04-25
2021-12-31	$53,147,053	290,707	-9.2%	Shares	Sole	2022-01-25
2021-09-30	$53,339,297	320,087	+0.2%	Shares	Sole	2021-10-21
2021-06-30	$51,610,773	319,512	+1.9%	Shares	Sole	2021-07-19
2021-03-31	$48,019,968	313,651	+9.5%	Shares	Sole	2021-04-19
2020-12-31	$43,872,956	286,377	+13.0%	Shares	Sole	2021-01-14
2020-09-30	$33,451,704	253,422	+41.3%	Shares	Sole	2020-10-19
2020-06-30	$22,630,914	179,340	+131.1%	Shares	Sole	2020-07-28
2020-03-31	$7,358,997	77,602	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.