Lloyd Advisory Services, LLC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1802474
SUWANEE, GA
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,421
+$7,897 QoQ
Shares Held
98
+188.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#901
of 1,005 holders
Holding Since
Mar 2026
2 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, 2026Lloyd Advisory Services, LLC. holds $325,263 across 7 Information Technology Services names. BR ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIB |
Cgi Inc
|
2,296 | $148,252 | |
| 2 | IBM |
International Business Machines Corp
|
516 | $145,104 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
98 | $13,421 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
203 | $7,892 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
176 | $6,816 | |
| 6 | ACN |
Accenture plc
|
28 | $3,484 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
26 | $294 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,421 | 98 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,524 | 34 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||