TRANSCEND CAPITAL ADVISORS, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1776082
MADISON, NJ
Position in BR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$368,504
-$1,479,343 QoQ
Shares Held
2,268
-72.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $18,802,828 across 5 Information Technology Services names.
All Filings in BR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,504 | 2,268 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,847,847 | 8,280 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,458,628 | 10,323 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,714,159 | 11,168 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,111,004 | 12,831 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,786,333 | 12,324 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,642,288 | 12,288 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,355,923 | 11,959 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,202,859 | 10,753 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,669,044 | 8,112 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,307,602 | 7,303 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,070,301 | 6,462 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $654,728 | 4,467 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||