Independent Advisor Alliance
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1696899
CHARLOTTE, NC
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$443,854
-$369,033 QoQ
Shares Held
3,241
-35.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 1,003 holders
Holding Since
Sep 2020
24 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, 2026Independent Advisor Alliance holds $22,993,472 across 9 Information Technology Services names. BR ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
59,333 | $16,685,032 | |
| 2 | ACN |
Accenture plc
|
21,397 | $2,662,642 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
47,701 | $1,854,614 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
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|
3,241 | $443,854 | |
| 5 | APLD |
Applied Digital Corp.
|
11,282 | $420,818 | |
| 6 | G |
Genpact LTD
|
12,466 | $342,815 | |
| 7 | CIFR |
Cipher Digital Inc.
|
10,119 | $247,915 | |
| 8 | INOD |
Innodata Inc
|
3,056 | $230,971 |
All Filings in BR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,854 | 3,241 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $812,887 | 5,003 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,016,167 | 17,996 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,207,034 | 17,664 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,227,019 | 17,393 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,046,657 | 16,690 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,343,410 | 23,634 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,910,425 | 22,836 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,498,495 | 22,835 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,866,780 | 28,638 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,832,134 | 33,206 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,482,684 | 36,206 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $7,298,651 | 44,066 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,452,451 | 44,023 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,904,804 | 44,023 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,353,688 | 44,025 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,275,336 | 44,022 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,863,073 | 44,076 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,068,760 | 44,135 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,361,655 | 44,177 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,127,834 | 44,127 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,425,962 | 48,504 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,231,563 | 40,676 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,359,992 | 40,606 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||