Kestra Advisory Services, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1830819
AUSTIN, TX
Position in BR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,804,015
-$853,939 QoQ
Shares Held
11,103
-6.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Kestra Advisory Services, LLC holds $83,206,627 across 21 Information Technology Services names. BR ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
238,449 | $57,797,653 | |
| 2 | ACN |
Accenture plc
|
38,396 | $7,613,542 | |
| 3 | APLD |
Applied Digital Corp.
|
189,061 | $4,488,308 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
11,103 | $1,804,015 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
11,058 | $1,719,740 | |
| 6 | CACI |
Caci International Inc /De/
|
3,107 | $1,689,804 | |
| 7 | IBEX |
IBEX Ltd
|
50,827 | $1,363,180 | |
| 8 | CIFR |
Cipher Digital Inc.
|
92,513 | $1,190,642 |
All Filings in BR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804,015 | 11,103 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,657,954 | 11,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,768,964 | 11,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,765,438 | 11,379 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,375,380 | 9,797 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,275,369 | 10,064 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,999,994 | 9,301 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,907,354 | 9,682 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,706,278 | 8,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,573,987 | 7,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,215,928 | 6,791 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,073,116 | 6,479 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,109,388 | 7,569 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,779,770 | 13,269 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,709,470 | 11,845 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,372,471 | 9,628 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,216,250 | 7,811 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,824,543 | 9,980 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,645,236 | 9,873 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,548,749 | 9,588 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $1,411,888 | 9,222 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $1,236,477 | 8,071 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $13,728 | 104 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||