MONECO ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1765690
FAIRFIELD, CT
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$305,535
+$1,535 QoQ
Shares Held
2,231
+19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#649
of 1,003 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MONECO ADVISORS, LLC holds $6,042,854 across 3 Information Technology Services names. BR ranks #2 (5.1% of the industry book) .
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,535 | 2,231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $304,000 | 1,871 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $387,646 | 1,737 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $415,606 | 1,745 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $424,087 | 1,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $433,760 | 1,789 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $405,831 | 1,795 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $336,736 | 1,566 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $295,500 | 1,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $333,716 | 1,629 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $246,900 | 1,200 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $218,082 | 1,218 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $201,406 | 1,216 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||