Summit Financial, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1765536
PARSIPPANY, NJ
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$786,366
-$164,466 QoQ
Shares Held
5,742
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,003 holders
Holding Since
Jun 2023
13 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, 2026Summit Financial, LLC holds $18,647,391 across 7 Information Technology Services names. BR ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
53,805 | $15,130,504 | |
| 2 | ACN |
Accenture plc
|
11,509 | $1,432,179 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,742 | $786,366 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
4,240 | $584,017 | |
| 5 | CIFR |
Cipher Digital Inc.
|
12,213 | $299,218 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
58,004 | $212,874 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
1,964 | $202,233 |
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,366 | 5,742 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $950,832 | 5,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,287,244 | 5,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,382,338 | 5,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,407,386 | 5,791 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,393,902 | 5,749 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,191,946 | 5,272 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $970,000 | 4,511 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $910,928 | 4,624 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $776,419 | 3,790 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $812,095 | 3,947 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $736,969 | 4,116 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $694,486 | 4,193 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||