Fortis Group Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1815183
WESTWOOD, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,258
-$1,353 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#929
of 1,002 holders
Holding Since
Mar 2024
10 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, 2026Fortis Group Advisors, LLC holds $2,968,083 across 8 Information Technology Services names. BR ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
9,493 | $2,669,526 | |
| 2 | BBAI |
BigBear.ai Holdings, Inc.
|
76,597 | $281,110 | |
| 3 | KD |
Kyndryl Holdings, Inc.
|
689 | $7,792 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
53 | $7,258 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
8 | $1,101 | |
| 6 | VYX |
NCR Voyix Corp
|
126 | $1,029 | |
| 7 | DXC |
DXC Technology Co
|
27 | $238 | |
| 8 | CNDT |
CONDUENT Inc
|
20 | $29 |
All Filings in BR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,258 | 53 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,611 | 53 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,828 | 53 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,623 | 53 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,880 | 53 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,850 | 53 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,982 | 53 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,396 | 53 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,441 | 53 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,857 | 53 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||