Larson Financial Group LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1731061
ST LOUIS, MO
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$737,338
+$99,767 QoQ
Shares Held
5,384
+37.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#490
of 986 holders
Holding Since
Mar 2020
19 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, 2026Larson Financial Group LLC holds $9,319,854 across 37 Information Technology Services names. BR ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
17,616 | $4,953,795 | |
| 2 | EFOR |
Everforth Inc
|
50,435 | $901,273 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,384 | $737,338 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,472 | $615,973 | |
| 5 | VRRM |
VERRA MOBILITY Corp
|
90,011 | $382,546 | |
| 6 | ACN |
Accenture plc
|
2,645 | $329,143 | |
| 7 | WYFI |
WhiteFiber, Inc.
|
7,790 | $302,641 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,385 | $245,583 |
All Filings in BR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,338 | 5,384 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $637,571 | 3,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $222,946 | 999 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $201,015 | 844 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,707 | 867 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $247,309 | 1,020 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $61,496 | 272 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $26,233 | 122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,882 | 106 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $21,715 | 106 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $24,072 | 117 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $20,948 | 117 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $30,310 | 183 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,148 | 117 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,693 | 117 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,885 | 117 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,546 | 81 | Shares | Sole | 2022-08-04 | |
| 2020-06-30 | $15,773 | 125 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $11,853 | 125 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||