CBIZ Investment Advisory Services, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in BR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,971
-$740 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#952
of 1,006 holders
Holding Since
Mar 2025
6 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, 2026CBIZ Investment Advisory Services, LLC holds $68,331 across 4 Information Technology Services names. BR ranks #3 (5.8% of the industry book) .
All Filings in BR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,971 | 29 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,711 | 29 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,257 | 37 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,574 | 36 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,215 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $484 | 2 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||