Cornerstone Planning Group LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,462
-$5,410 QoQ
Shares Held
91
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,011 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $1,459,140 across 24 Information Technology Services names. BR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,111 | $593,634 | |
| 2 | PSN |
Parsons Corp
|
7,788 | $408,013 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
4,243 | $164,331 | |
| 4 | ACN |
Accenture plc
|
958 | $119,213 | |
| 5 | WYFI |
WhiteFiber, Inc.
|
1,000 | $38,850 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
302 | $31,096 | |
| 7 | G |
Genpact LTD
|
683 | $18,782 | |
| 8 | APLD |
Applied Digital Corp.
|
409 | $15,255 |
All Filings in BR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,462 | 91 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,872 | 110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,845 | 71 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,910 | 71 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,693 | 44 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,851 | 86 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,591 | 38 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,171 | 38 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,062 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,062 | 54 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,699 | 52 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,310 | 52 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,772 | 59 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $4,023 | 30 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||