Integrated Wealth Concepts LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1737109
WALTHAM, MA
Position in BR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,928,079
+$3,169,798 QoQ
Shares Held
67,258
+93.5% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. BR ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in BR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,928,079 | 67,258 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,758,281 | 34,764 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,208,518 | 47,061 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $10,642,040 | 43,789 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,364,237 | 30,373 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,678,924 | 29,541 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,364,998 | 24,950 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,446,093 | 22,569 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,470,328 | 16,940 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,200,441 | 15,555 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $960,424 | 5,364 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,034,359 | 6,245 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $270,128 | 1,843 | Shares | Other | 2023-05-03 | |
| 2022-09-30 | $219,077 | 1,518 | Shares | Other | 2022-11-14 | |
| 2021-12-31 | $753,218 | 4,120 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $678,724 | 4,073 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $617,690 | 3,824 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $584,995 | 3,821 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $515,058 | 3,362 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $344,784 | 2,612 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $270,425 | 2,143 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||