JOURNEY STRATEGIC WEALTH LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1909316
SUMMIT, NJ
Position in BR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$222,918
-$166,487 QoQ
Shares Held
1,372
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,799,614 across 10 Information Technology Services names. BR ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
18,118 | $4,391,617 | |
| 2 | ACN |
Accenture plc
|
5,691 | $1,128,464 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
16,028 | $751,870 | |
| 4 | CACI |
Caci International Inc /De/
|
581 | $315,987 | |
| 5 | APLD |
Applied Digital Corp.
|
11,891 | $282,292 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,570 | $248,120 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,372 | $222,918 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
1,427 | $221,924 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,918 | 1,372 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $389,405 | 1,635 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||