Lantz Financial LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1766883 NAPERVILLE, IL

Position in BR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,257,337

-$173,624 QoQ

Shares Held

9,181

+4.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#394

of 1,003 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lantz Financial LLC holds $5,954,554 across 3 Information Technology Services names. BR ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	12,990	$3,652,917
2	BR	Broadridge Financial Solutions, Inc. This page	9,181	$1,257,337
3	ACN	Accenture plc	8,392	$1,044,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,257,337	9,181	+4.2%	Shares	Sole	2026-07-09
2026-03-31	$1,430,961	8,807	-4.2%	Shares	Sole	2026-04-09
2025-12-31	$2,052,048	9,195	-3.1%	Shares	Sole	2026-01-14
2025-09-30	$2,260,947	9,493	-0.3%	Shares	Sole	2025-11-06
2025-06-30	$2,313,645	9,520	-1.4%	Shares	Sole	2025-07-11
2025-03-31	$2,341,678	9,658	-4.5%	Shares	Sole	2025-04-08
2024-12-31	$2,287,578	10,118	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$2,174,813	10,114	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$2,000,732	10,156	-0.1%	Shares	Sole	2024-08-07
2024-03-31	$2,082,401	10,165	-7.0%	Shares	Sole	2024-04-10
2023-12-31	$2,249,464	10,933	+0.7%	Shares	Sole	2024-01-12
2023-09-30	$1,944,483	10,860	-2.9%	Shares	Sole	2023-10-20
2023-06-30	$1,852,737	11,186	-0.6%	Shares	Sole	2023-07-12
2023-03-31	$1,649,645	11,255	0.0%	Shares	Sole	2023-04-10
2022-12-31	$1,509,633	11,255	+0.8%	Shares	Sole	2023-01-23
2022-09-30	$1,611,188	11,164	-0.8%	Shares	Sole	2022-10-17
2022-06-30	$1,604,685	11,257	+0.1%	Shares	Sole	2022-07-29
2022-03-31	$1,750,958	11,245	+0.2%	Shares	Sole	2022-05-05
2021-12-31	$2,051,240	11,220	+1.0%	Shares	Sole	2022-01-19
2021-09-30	$1,851,203	11,109	+0.5%	Shares	Sole	2021-10-14
2021-06-30	$1,785,875	11,056	-0.7%	Shares	Sole	2021-07-16
2021-03-31	$1,704,921	11,136	+0.2%	Shares	Sole	2021-04-19
2020-12-31	$1,702,205	11,111	-1.9%	Shares	Sole	2021-01-19
2020-09-30	$1,495,428	11,329	-0.4%	Shares	Sole	2020-10-09
2020-06-30	$1,436,042	11,380	-3.4%	Shares	Sole	2020-07-22
2020-03-31	$1,116,718	11,776	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.