HB Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1911253
Atlanta, GA
Position in BR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$964,806
-$184,965 QoQ
Shares Held
5,938
+15.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026HB Wealth Management, LLC holds $56,835,199 across 18 Information Technology Services names. BR ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
117,501 | $23,299,273 | |
| 2 | IBM |
International Business Machines Corp
|
94,006 | $22,786,114 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
38,107 | $1,787,599 | |
| 4 | SAIC |
Science Applications International Corp
|
18,755 | $1,780,224 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
8,770 | $1,363,910 | |
| 6 | IT |
Gartner Inc
|
6,753 | $1,069,270 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,938 | $964,806 | |
| 8 | CDW |
CDW Corp
|
6,451 | $780,700 |
All Filings in BR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,806 | 5,938 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,149,771 | 5,152 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,278,258 | 5,367 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,231,676 | 5,068 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,262,246 | 5,206 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $668,548 | 2,957 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $470,055 | 2,186 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $410,154 | 2,082 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $351,130 | 1,714 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $337,635 | 1,641 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $307,249 | 1,716 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $227,575 | 1,374 | Shares | Sole | 2023-07-13 | |
| 2022-09-30 | $214,170 | 1,484 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $262,292 | 1,840 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $266,108 | 1,709 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||