Crewe Advisors LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1730033
SALT LAKE CITY, UT
Position in BR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$19,497
-$7,283 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Crewe Advisors LLC holds $1,214,731 across 8 Information Technology Services names. BR ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,682 | $1,134,869 | |
| 2 | ACN |
Accenture plc
|
176 | $34,899 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
120 | $19,497 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
267 | $12,524 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
110 | $6,748 | |
| 6 | CACI |
Caci International Inc /De/
|
11 | $5,982 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
11 | $144 | |
| 8 | DAIC |
CID Holdco, Inc.
|
400 | $68 |
All Filings in BR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,497 | 120 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26,780 | 120 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $31,914 | 134 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $50,038 | 254 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,930 | 68 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $5,300 | 32 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,690 | 32 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,181 | 61 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $92,364 | 640 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $112,044 | 786 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,546 | 87 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $15,905 | 87 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,497 | 87 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $14,053 | 87 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $13,319 | 87 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,796 | 77 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,544 | 42 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,299 | 42 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||