LEVEL FOUR ADVISORY SERVICES, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1696715
DALLAS, TX
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,716,694
-$676,017 QoQ
Shares Held
34,441
+3.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#216
of 1,003 holders
Holding Since
Jun 2024
9 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $14,910,169 across 6 Information Technology Services names. BR ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
32,004 | $8,999,844 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
34,441 | $4,716,694 | |
| 3 | CDW |
CDW Corp
|
3,658 | $514,461 | |
| 4 | PSN |
Parsons Corp
|
6,343 | $332,309 | |
| 5 | ACN |
Accenture plc
|
2,431 | $302,513 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
12,084 | $44,348 |
All Filings in BR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,716,694 | 34,441 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,392,711 | 33,190 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,469,227 | 24,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,751,090 | 24,147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,767,101 | 23,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,718,419 | 23,585 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,532,422 | 24,470 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,212,112 | 24,239 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,443,138 | 22,554 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||