AE Wealth Management LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1697723
TOPEKA, KS
Position in BR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$212,953
-$61,303 QoQ
Shares Held
1,555
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#748
of 1,005 holders
Holding Since
Mar 2020
23 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, 2026AE Wealth Management LLC holds $100,110,101 across 18 Information Technology Services names. BR ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
249,165 | $70,067,649 | |
| 2 | ACN |
Accenture plc
|
186,062 | $23,153,519 | |
| 3 | EFOR |
Everforth Inc
|
66,161 | $1,182,279 | |
| 4 | SAIC |
Science Applications International Corp
|
10,465 | $1,155,432 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
10,490 | $1,080,149 | |
| 6 | CACI |
Caci International Inc /De/
|
986 | $456,770 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
105,538 | $448,525 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
10,361 | $401,274 |
All Filings in BR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,953 | 1,555 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $274,256 | 1,688 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $315,780 | 1,415 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $343,913 | 1,444 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $360,895 | 1,485 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $300,405 | 1,239 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $235,358 | 1,041 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $1,466,997 | 7,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,331,415 | 7,436 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,210,092 | 7,306 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,110,707 | 7,578 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $980,356 | 7,309 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $977,335 | 6,772 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,396,990 | 9,800 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,530,785 | 9,831 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,123,454 | 11,615 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,943,189 | 11,661 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,164,663 | 13,401 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,718,290 | 17,755 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,179,666 | 20,755 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,890,668 | 21,899 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,409,275 | 27,017 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,482,761 | 15,636 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||