Bryn Mawr Trust Advisors, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1700481 PHILADELPHIA, PA

Position in BR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,834,736

-$910,817 QoQ

Shares Held

28,001

-4.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#246

of 1,002 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Bryn Mawr Trust Advisors, LLC holds $23,780,100 across 4 Information Technology Services names. BR ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	58,494	$16,449,097
2	BR	Broadridge Financial Solutions, Inc. This page	28,001	$3,834,736
3	ACN	Accenture plc	24,511	$3,050,148
4	CACI	Caci International Inc /De/	963	$446,119

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,834,736	28,001	-4.1%	Shares	Sole	2026-08-03
2026-03-31	$4,745,553	29,207	+22.4%	Shares	Sole	2026-05-04
2025-12-31	$5,325,728	23,864	-0.6%	Shares	Sole	2026-02-04
2025-09-30	$5,719,414	24,014	+5.1%	Shares	Sole	2025-11-04
2025-06-30	$5,555,179	22,858	-0.3%	Shares	Sole	2025-08-06
2025-03-31	$5,560,820	22,935	+2.8%	Shares	Sole	2025-05-02
2024-12-31	$5,044,746	22,313	-0.9%	Shares	Sole	2025-02-05
2024-09-30	$4,839,250	22,505	+4.9%	Shares	Sole	2024-10-25
2024-06-30	$4,227,029	21,457	+7.3%	Shares	Sole	2024-07-30
2024-03-31	$4,096,790	19,998	-0.3%	Shares	Sole	2024-05-02
2023-12-31	$4,127,962	20,063	+2.5%	Shares	Sole	2024-02-02
2023-09-30	$3,504,545	19,573	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$3,264,236	19,708	+5.0%	Shares	Sole	2023-08-11
2023-03-31	$2,751,998	18,776	+87.3%	Shares	Sole	2023-05-02
2022-12-31	$1,344,653	10,025	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.