Addison Advisors LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1843745
MIDDLEBURY, VT
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,930
+$2,656 QoQ
Shares Held
36
+157.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#946
of 1,006 holders
Holding Since
Dec 2021
13 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, 2026Addison Advisors LLC holds $170,841 across 6 Information Technology Services names. BR ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
550 | $154,664 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
36 | $4,930 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
112 | $4,354 | |
| 4 | IT |
Gartner Inc
|
20 | $2,592 | |
| 5 | ACN |
Accenture plc
|
18 | $2,239 | |
| 6 | G |
Genpact LTD
|
75 | $2,062 |
All Filings in BR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,930 | 36 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $2,274 | 14 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $2,454 | 11 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $2,619 | 11 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,673 | 11 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $2,667 | 11 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,486 | 11 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $3,010 | 14 | Shares | Other | 2024-11-04 | |
| 2022-12-31 | $1,207 | 9 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,298 | 9 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,282 | 9 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,401 | 9 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,645 | 9 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||