Patriot Financial Group Insurance Agency, LLC

Insurance

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1694883 Westborough, MA

Back to BR Full portfolio

Position in BR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$410,713

-$55,147 QoQ

Shares Held

2,999

+53.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#597

of 1,003 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BR Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $2,736,416 across 3 Information Technology Services names. BR ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,788	$1,346,433
2	FIS	Fidelity National Information Services, Inc.	25,187	$979,270
3	BR	Broadridge Financial Solutions, Inc. This page	2,999	$410,713

All Filings in BR

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,713	2,999	+53.3%	Shares	Sole	2026-07-16
2025-09-30	$465,860	1,956	-17.8%	Shares	Sole	2025-10-08
2025-06-30	$578,168	2,379	+11.6%	Shares	Sole	2025-07-21
2025-03-31	$516,682	2,131	-2.4%	Shares	Sole	2025-04-14
2024-12-31	$493,780	2,184	+1.5%	Shares	Sole	2025-01-22
2024-09-30	$462,529	2,151	-13.9%	Shares	Sole	2024-10-24
2024-06-30	$492,303	2,499	+8.0%	Shares	Sole	2024-07-26
2024-03-31	$473,841	2,313	+12.7%	Shares	Sole	2024-04-30
2023-12-31	$422,404	2,053	+4.0%	Shares	Sole	2024-01-19
2023-09-30	$353,444	1,974	+4.3%	Shares	Sole	2023-10-19
2023-06-30	$313,371	1,892	+10.1%	Shares	Sole	2023-07-17
2023-03-31	$251,807	1,718	+1154.0%	Shares	Sole	2023-04-20
2022-06-30	$19,529	137	+0.7%	Shares	Sole	2022-07-29
2022-03-31	$21,176	136	+4.6%	Shares	Sole	2022-05-11
2021-12-31	$23,766	130	+0.8%	Shares	Sole	2022-01-10
2021-09-30	$21,496	129	0.0%	Shares	Sole	2021-11-24
2021-06-30	$20,837	129	0.0%	Shares	Sole	2021-07-30
2021-03-31	$19,749	129	+0.8%	Shares	Sole	2021-04-29
2020-12-31	$19,609	128	-6.6%	Shares	Sole	2021-01-15
2020-09-30	$18,084	137	+0.7%	Shares	Sole	2020-10-21
2020-06-30	$17,161	136	0.0%	Shares	Sole	2020-07-10
2020-03-31	$12,896	136	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.