Global Retirement Partners, LLC
PensionPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1749744
San Rafael, CA
Position in BR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,561
-$179,407 QoQ
Shares Held
1,501
-13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#757
of 1,006 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $14,703,880 across 42 Information Technology Services names. BR ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,616 | $8,890,735 | |
| 2 | APLD |
Applied Digital Corp.
|
39,513 | $1,473,834 | |
| 3 | ACN |
Accenture plc
|
9,319 | $1,159,656 | |
| 4 | CIFR |
Cipher Digital Inc.
|
23,671 | $579,939 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
3,138 | $323,119 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
12,339 | $319,086 | |
| 7 | G |
Genpact LTD
|
9,437 | $259,517 | |
| 8 | CACI |
Caci International Inc /De/
|
550 | $254,793 |
All Filings in BR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,561 | 1,501 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $384,968 | 1,725 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $311,050 | 1,306 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $463,701 | 1,908 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $576,077 | 2,548 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $476,721 | 2,217 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $537,810 | 2,730 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $348,262 | 1,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $384,958 | 1,871 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $316,202 | 1,766 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $323,641 | 1,954 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $140,707 | 960 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $120,851 | 901 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $118,775 | 823 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $58,730 | 412 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $54,654 | 351 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $8,332 | 50 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,045 | 56 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,951 | 65 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,746 | 155 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $24,420 | 185 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $23,345 | 185 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $17,543 | 185 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||