Beacon Pointe Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in BR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$750,896
-$157,692 QoQ
Shares Held
5,483
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 1,003 holders
Holding Since
Sep 2021
17 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, 2026Beacon Pointe Advisors, LLC holds $66,648,131 across 8 Information Technology Services names. BR ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
188,254 | $52,938,907 | |
| 2 | ACN |
Accenture plc
|
79,168 | $9,851,665 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
12,102 | $1,246,142 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
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|
5,483 | $750,896 | |
| 5 | CDW |
CDW Corp
|
4,950 | $696,168 | |
| 6 | APLD |
Applied Digital Corp.
|
11,168 | $416,566 | |
| 7 | CACI |
Caci International Inc /De/
|
834 | $386,358 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
2,624 | $361,429 |
All Filings in BR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,896 | 5,483 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $908,588 | 5,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,668 | 1,643 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $285,089 | 1,197 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $548,032 | 2,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $546,504 | 2,254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $517,293 | 2,288 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,309 | 1,471 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $868,770 | 4,410 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,090,879 | 5,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,285,937 | 6,250 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,391,218 | 7,770 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $769,351 | 4,645 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $788,839 | 5,382 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $625,314 | 4,662 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $300,831 | 1,932 | Shares | Sole | 2022-05-17 | |
| 2021-09-30 | $230,129 | 1,381 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||