Pinnacle Wealth Planning Services, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1726752 MANSFIELD, OH

Position in BR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$192,825

-$59,831 QoQ

Shares Held

1,408

-9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#754

of 986 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $3,944,466 across 37 Information Technology Services names. BR ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	7,214	$2,028,648
2	TSSI	TSS, Inc.	25,000	$307,500
3	ACN	Accenture plc	2,278	$283,474
4	INFY	Infosys Ltd	18,649	$195,628
5	BR	Broadridge Financial Solutions, Inc. This page	1,408	$192,825
6	APLD	Applied Digital Corp.	4,367	$162,889
7	WIT	Wipro Ltd	53,175	$119,643
8	EPAM	EPAM Systems, Inc.	1,023	$81,175

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,825	1,408	-9.5%	Shares	Sole	2026-08-07
2026-03-31	$252,656	1,555	+20.9%	Shares	Sole	2026-05-11
2025-12-31	$286,996	1,286	+3.6%	Shares	Sole	2026-02-13
2025-09-30	$295,568	1,241	-0.7%	Shares	Sole	2025-11-13
2025-06-30	$303,787	1,250	-3.3%	Shares	Sole	2025-08-11
2025-03-31	$313,500	1,293	-0.1%	Shares	Sole	2025-05-15
2024-12-31	$292,560	1,294	+16.6%	Shares	Sole	2025-02-27
2024-09-30	$238,683	1,110	-8.6%	Shares	Sole	2024-11-13
2024-06-30	$239,355	1,215	-3.9%	Shares	Sole	2024-08-09
2024-03-31	$258,943	1,264	+1.1%	Shares	Sole	2024-05-10
2023-12-31	$257,187	1,250	-0.3%	Shares	Sole	2024-02-08
2023-09-30	$224,528	1,254	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$207,368	1,252	+116.2%	Shares	Sole	2023-08-07
2020-12-31	$88,702	579	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.