Steward Partners Investment Advisory, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1723397
STAMFORD, CT
Position in BR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,716,540
-$122,635 QoQ
Shares Held
19,836
+13.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 1,006 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $93,128,412 across 33 Information Technology Services names. BR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
147,719 | $41,540,059 | |
| 2 | APLD |
Applied Digital Corp.
|
732,722 | $27,330,530 | |
| 3 | ACN |
Accenture plc
|
62,202 | $7,740,416 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
146,073 | $5,679,318 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
19,836 | $2,716,540 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
15,115 | $2,081,940 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
124,834 | $1,411,872 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
30,318 | $784,023 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,716,540 | 19,836 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,839,175 | 17,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,009,472 | 17,966 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,258,003 | 17,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,049,851 | 16,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,662,358 | 15,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,205,504 | 14,178 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,766,575 | 12,866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,533,026 | 12,858 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,816,620 | 13,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,811,368 | 13,664 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,477,514 | 13,837 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,255,714 | 13,619 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,974,737 | 13,473 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,754,152 | 13,078 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,848,594 | 12,809 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,769,758 | 12,415 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,892,032 | 12,151 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,132,960 | 11,667 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,986,348 | 11,920 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,890,547 | 11,704 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,944,523 | 12,701 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,724,266 | 11,255 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,521,168 | 11,524 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,414,716 | 11,211 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,019,612 | 10,752 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||