Bleakley Financial Group, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1936953 PARSIPPANY, NJ

Position in BR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,125,327

-$659,742 QoQ

Shares Held

15,519

-9.5% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#317

of 986 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $37,717,877 across 10 Information Technology Services names. BR ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	48,879	$13,745,263
2	APLD	Applied Digital Corp.	307,459	$11,468,220
3	FIS	Fidelity National Information Services, Inc.	116,838	$4,542,661
4	ACN	Accenture plc	19,371	$2,410,527
5	BR	Broadridge Financial Solutions, Inc. This page	15,519	$2,125,327
6	EFOR	Everforth Inc	89,746	$1,603,761
7	CTSH	Cognizant Technology Solutions Corp	16,562	$641,446
8	G	Genpact LTD	18,374	$505,285

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,125,327	15,519	-9.5%	Shares	Sole	2026-08-05
2026-03-31	$2,785,069	17,141	+10.0%	Shares	Sole	2026-05-04
2025-12-31	$3,478,997	15,589	+53.0%	Shares	Sole	2026-02-09
2025-03-31	$2,471,152	10,192	-10.5%	Shares	Sole	2025-05-01
2024-12-31	$2,575,165	11,390	-5.0%	Shares	Sole	2025-01-27
2024-09-30	$2,577,779	11,988	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$2,364,591	12,003	-0.7%	Shares	Sole	2024-08-12
2024-03-31	$2,476,347	12,088	-0.6%	Shares	Sole	2024-05-08
2023-12-31	$2,501,920	12,160	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$2,174,741	12,146	+16.4%	Shares	Sole	2023-11-14
2023-06-30	$1,727,686	10,431	+9.9%	Shares	Sole	2023-08-14
2023-03-31	$1,390,949	9,490	-2.7%	Shares	Sole	2023-05-12
2022-12-31	$1,308,706	9,757	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.