Bell Investment Advisors, Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1890149
ORINDA, CA
Position in BR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$29,170
+$15,522 QoQ
Shares Held
213
+153.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#846
of 986 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $411,007 across 26 Information Technology Services names. BR ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
773 | $217,375 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
213 | $29,170 | |
| 3 | INFY |
Infosys Ltd
|
2,129 | $22,333 | |
| 4 | IT |
Gartner Inc
|
166 | $21,516 | |
| 5 | WIT |
Wipro Ltd
|
9,105 | $20,486 | |
| 6 | ACN |
Accenture plc
|
138 | $17,172 | |
| 7 | GIB |
Cgi Inc
|
240 | $15,496 | |
| 8 | CACI |
Caci International Inc /De/
|
29 | $13,434 |
All Filings in BR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,170 | 213 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,648 | 84 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,257 | 37 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $10,241 | 43 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $10,450 | 43 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,425 | 43 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,269 | 41 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,526 | 35 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,501 | 33 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,711 | 23 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,349 | 26 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,297 | 24 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,306 | 26 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,371 | 23 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,609 | 12 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,453 | 17 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,423 | 17 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,667 | 31 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,665 | 28 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||