SHP Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1807060
PLYMOUTH, MA
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$211,724
-$33,133 QoQ
Shares Held
1,546
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#736
of 986 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,760,351 across 26 Information Technology Services names. BR ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,915 | $1,100,937 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
6,752 | $262,517 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,546 | $211,724 | |
| 4 | ACN |
Accenture plc
|
568 | $70,681 | |
| 5 | APLD |
Applied Digital Corp.
|
950 | $35,435 | |
| 6 | EPAM |
EPAM Systems, Inc.
|
315 | $24,995 | |
| 7 | CDW |
CDW Corp
|
114 | $16,032 | |
| 8 | INFY |
Infosys Ltd
|
589 | $6,178 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,724 | 1,546 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $244,857 | 1,507 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $335,647 | 1,504 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||