Callan Family Office, LLC
Family OfficePosition in BR — Broadridge Financial Solutions, Inc.
CIK 1938970
RADNOR, PA
Position in BR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,569,866
-$198,468 QoQ
Shares Held
18,765
+10.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#298
of 1,006 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Callan Family Office, LLC holds $27,210,762 across 21 Information Technology Services names. BR ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
20,665 | $5,811,204 | |
| 2 | JKHY |
Jack Henry & Associates Inc
|
40,416 | $5,566,899 | |
| 3 | ACN |
Accenture plc
|
25,682 | $3,195,868 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
80,229 | $3,119,303 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
18,765 | $2,569,866 | |
| 6 | CACI |
Caci International Inc /De/
|
3,703 | $1,715,451 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
32,552 | $1,260,738 | |
| 8 | CDW |
CDW Corp
|
4,689 | $659,460 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,569,866 | 18,765 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,768,334 | 17,038 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,460,697 | 15,507 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,582,401 | 6,644 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,650,416 | 6,791 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,334,257 | 5,503 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,244,851 | 5,506 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||