Apella Capital, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1801507 WEST HARTFORD, CT

Position in BR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$206,246

-$32,924 QoQ

Shares Held

1,506

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#752

of 1,003 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Apella Capital, LLC holds $8,947,944 across 7 Information Technology Services names. BR ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	14,785	$4,157,689
2	LDOS	Leidos Holdings, Inc.	18,780	$1,933,776
3	SAIC	Science Applications International Corp	12,320	$1,360,251
4	ACN	Accenture plc	9,818	$1,221,751
5	BR	Broadridge Financial Solutions, Inc. This page	1,506	$206,246
6	CLVT	Clarivate PLC	15,921	$34,389
7	WIT	Wipro Ltd	15,041	$33,842

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,246	1,506	+2.3%	Shares	Sole	2026-07-08
2026-03-31	$239,170	1,472	+1.7%	Shares	Sole	2026-04-20
2025-12-31	$322,926	1,447	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$343,202	1,441	-2.5%	Shares	Sole	2025-10-17
2025-06-30	$359,198	1,478	+0.7%	Shares	Sole	2025-07-08
2025-03-31	$355,688	1,467	+1.7%	Shares	Sole	2025-04-10
2024-12-31	$326,021	1,442	-0.6%	Shares	Sole	2025-01-14
2024-09-30	$311,793	1,450	0.0%	Shares	Sole	2024-10-03
2024-06-30	$285,650	1,450	+7.4%	Shares	Sole	2024-07-10
2024-03-31	$276,561	1,350	0.0%	Shares	Sole	2024-04-10
2023-12-31	$277,762	1,350	+0.8%	Shares	Sole	2024-01-05
2023-09-30	$239,747	1,339	0.0%	Shares	Sole	2023-10-10
2023-06-30	$221,778	1,339	-19.8%	Shares	Sole	2023-07-06
2022-09-30	$241,014	1,670	0.0%	Shares	Sole	2022-10-11
2022-06-30	$238,058	1,670	0.0%	Shares	Sole	2022-07-08
2022-03-31	$260,035	1,670	—	Shares	Sole	2022-04-11
No filing history on record for this holder in this stock.