Avion Wealth

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1792704 THE WOODLANDS, TX

Position in BR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,080

+$2,881 QoQ

Shares Held

+84.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#930

of 1,006 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avion Wealth holds $215,825 across 18 Information Technology Services names. BR ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	599	$168,444
2	ACN	Accenture plc	66	$8,213
3	BR	Broadridge Financial Solutions, Inc. This page	59	$8,080
4	FIS	Fidelity National Information Services, Inc.	188	$7,309
5	IT	Gartner Inc	33	$4,277
6	CTSH	Cognizant Technology Solutions Corp	91	$3,524
7	APLD	Applied Digital Corp.	92	$3,431
8	KEEL	Keel Infrastructure Corp.	504	$2,892

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,080	59	+84.4%	Shares	Sole	2026-07-31
2026-03-31	$5,199	32	+60.0%	Shares	Sole	2026-05-01
2025-12-31	$4	20	-23.1%	Shares	Sole	2026-01-23
2025-09-30	$6,192	26	-13.3%	Shares	Sole	2025-10-24
2025-06-30	$7,290	30	+100.0%	Shares	Sole	2025-07-31
2025-03-31	$3	15	0.0%	Shares	Sole	2025-05-09
2024-12-31	$3	15	+25.0%	Shares	Sole	2025-01-29
2024-09-30	$2	12	+20.0%	Shares	Sole	2024-10-18
2024-06-30	$1	10	+400.0%	Shares	Sole	2024-07-26
2024-03-31	$1	2	-66.7%	Shares	Sole	2024-05-03
2023-09-30	$1,074	6	0.0%	Shares	Sole	2023-10-20
2023-03-31	$879	6	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.