Steward Partners Investment Advisory, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1723397 STAMFORD, CT

Back to BR Full portfolio

Position in BR

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$2,839,175

-$1,170,297 QoQ

Shares Held

17,474

-2.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in BR Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $61,381,890 across 27 Information Technology Services names. BR ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	132,242	$32,054,138
2	ACN	Accenture plc	50,550	$10,023,559
3	FIS	Fidelity National Information Services, Inc.	184,098	$8,636,037
4	BR	Broadridge Financial Solutions, Inc. This page	17,474	$2,839,175
5	JKHY	Jack Henry & Associates Inc	13,726	$2,169,257
6	KD	Kyndryl Holdings, Inc.	119,447	$1,567,144
7	CACI	Caci International Inc /De/	1,634	$888,683
8	APLD	Applied Digital Corp.	20,843	$494,812

All Filings in BR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,839,175	17,474	-2.7%	Shares	Sole	2026-05-08
2025-12-31	$4,009,472	17,966	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$4,258,003	17,878	+7.3%	Shares	Sole	2025-11-12
2025-06-30	$4,049,851	16,664	+10.3%	Shares	Sole	2025-08-12
2025-03-31	$3,662,358	15,105	+6.5%	Shares	Sole	2025-05-13
2024-12-31	$3,205,504	14,178	+10.2%	Shares	Sole	2025-02-06
2024-09-30	$2,766,575	12,866	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,533,026	12,858	-6.5%	Shares	Sole	2024-08-08
2024-03-31	$2,816,620	13,749	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$2,811,368	13,664	-1.3%	Shares	Sole	2024-02-12
2023-09-30	$2,477,514	13,837	+1.6%	Shares	Sole	2023-11-13
2023-06-30	$2,255,714	13,619	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$1,974,737	13,473	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$1,754,152	13,078	+2.1%	Shares	Sole	2023-02-15
2022-09-30	$1,848,594	12,809	+3.2%	Shares	Sole	2022-11-10
2022-06-30	$1,769,758	12,415	+2.2%	Shares	Sole	2022-08-04
2022-03-31	$1,892,032	12,151	+4.1%	Shares	Sole	2022-05-02
2021-12-31	$2,132,960	11,667	-2.1%	Shares	Sole	2022-02-08
2021-09-30	$1,986,348	11,920	+1.8%	Shares	Sole	2021-11-12
2021-06-30	$1,890,547	11,704	-7.8%	Shares	Sole	2021-08-13
2021-03-31	$1,944,523	12,701	+12.8%	Shares	Sole	2021-05-17
2020-12-31	$1,724,266	11,255	-2.3%	Shares	Sole	2021-02-11
2020-09-30	$1,521,168	11,524	+2.8%	Shares	Sole	2020-10-30
2020-06-30	$1,414,716	11,211	+4.3%	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.