Key Financial Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1801720
WEST CHESTER, PA
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$152,973
-$28,517 QoQ
Shares Held
1,117
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#775
of 1,002 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Key Financial Inc holds $1,260,976 across 16 Information Technology Services names. BR ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,084 | $867,251 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,117 | $152,973 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
1,041 | $107,191 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
1,150 | $44,712 | |
| 5 | ACN |
Accenture plc
|
312 | $38,825 | |
| 6 | CACI |
Caci International Inc /De/
|
44 | $20,383 | |
| 7 | INFY |
Infosys Ltd
|
979 | $10,269 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
139 | $5,383 |
All Filings in BR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,973 | 1,117 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $181,490 | 1,117 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $249,280 | 1,117 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $266,035 | 1,117 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $271,464 | 1,117 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $270,827 | 1,117 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $252,542 | 1,117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $250,079 | 1,163 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $228,323 | 1,159 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $236,818 | 1,156 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $237,847 | 1,156 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $206,981 | 1,156 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $191,468 | 1,156 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $169,434 | 1,156 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $155,054 | 1,156 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $166,833 | 1,156 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $164,787 | 1,156 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $180,000 | 1,156 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $211,339 | 1,156 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $192,635 | 1,156 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $186,728 | 1,156 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $176,983 | 1,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $177,099 | 1,156 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $105,261 | 1,110 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||