AXXCESS WEALTH MANAGEMENT, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1911056 CARLSBAD, CA

Position in BR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$376,338

-$6,820,224 QoQ

Shares Held

2,748

-91.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#614

of 1,005 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $20,907,253 across 6 Information Technology Services names. BR ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	52,210	$14,681,974
2	ACN	Accenture plc	40,401	$5,027,500
3	BR	Broadridge Financial Solutions, Inc. This page	2,748	$376,338
4	APLD	Applied Digital Corp.	8,188	$305,412
5	JKHY	Jack Henry & Associates Inc	1,950	$268,593
6	LDOS	Leidos Holdings, Inc.	2,403	$247,436

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,338	2,748	-91.5%	Shares	Sole	2026-07-28
2025-12-31	$7,196,562	32,247	+17.6%	Shares	Sole	2026-02-19
2025-09-30	$6,529,192	27,414	+2.3%	Shares	Sole	2025-11-07
2025-06-30	$6,509,801	26,786	+1.9%	Shares	Sole	2025-07-28
2025-03-31	$6,370,636	26,275	+1.1%	Shares	Sole	2025-04-30
2024-12-31	$5,876,983	25,994	+0.2%	Shares	Sole	2025-02-10
2024-09-30	$5,577,018	25,936	+5.2%	Shares	Sole	2024-11-04
2024-06-30	$4,858,217	24,661	+6.6%	Shares	Sole	2024-08-09
2024-03-31	$4,738,002	23,128	+4.1%	Shares	Sole	2024-05-14
2023-12-31	$4,572,793	22,225	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.