Marks Group Wealth Management, Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1802473
MINNETONKA, MN
Position in BR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,143,823
-$2,081,370 QoQ
Shares Held
22,956
-28.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#272
of 1,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
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, 2026Marks Group Wealth Management, Inc holds $18,944,782 across 6 Information Technology Services names. BR ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CACI |
Caci International Inc /De/
|
10,183 | $4,717,375 | |
| 2 | ACN |
Accenture plc
|
26,847 | $3,340,839 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
22,956 | $3,143,823 | |
| 4 | IBM |
International Business Machines Corp
|
10,971 | $3,085,154 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
29,076 | $2,993,955 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
42,789 | $1,663,636 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,143,823 | 22,956 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,225,193 | 32,159 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,404,556 | 33,179 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,765,607 | 36,804 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,358,112 | 38,506 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,571,350 | 39,476 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,967,406 | 39,663 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,840,312 | 41,112 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,977,515 | 40,495 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,520,127 | 41,590 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,782,233 | 42,684 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,847,223 | 43,827 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $7,380,637 | 44,561 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $6,461,977 | 44,088 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $5,841,361 | 43,550 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,225,820 | 43,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,087,882 | 42,707 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,100,094 | 39,176 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,526,125 | 35,697 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $5,956,713 | 35,746 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,831,394 | 36,101 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,445,767 | 35,570 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,493,598 | 35,859 | Shares | Other | 2021-02-08 | |
| 2020-09-30 | $4,753,452 | 36,011 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,831,435 | 38,287 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,177,054 | 54,593 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||