Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,807
-$468,074 QoQ
Shares Held
1,919
-41.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#690
of 1,003 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $6,345,974 across 19 Information Technology Services names. BR ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,438 | $2,091,639 | |
| 2 | ACN |
Accenture plc
|
16,756 | $2,085,116 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
38,010 | $1,472,127 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
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|
1,919 | $262,807 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
1,732 | $238,565 | |
| 6 | CDW |
CDW Corp
|
564 | $79,320 | |
| 7 | INOD |
Innodata Inc
|
586 | $44,289 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
3,000 | $17,220 |
All Filings in BR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,807 | 1,919 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $730,881 | 3,275 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $756,427 | 3,176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $782,799 | 3,221 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $775,629 | 3,199 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $706,983 | 3,127 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $577,407 | 2,931 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $595,029 | 2,892 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $237,957 | 1,329 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||