Colonial Trust Co / SC

Bank

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1954093 SPARTANBURG, SC

Position in BR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$88,332

-$69,761 QoQ

Shares Held

645

-33.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#798

of 1,005 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Colonial Trust Co / SC holds $4,491,368 across 14 Information Technology Services names. BR ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ACN	Accenture plc	17,651	$2,196,490
2	IBM	International Business Machines Corp	7,609	$2,139,726
3	BR	Broadridge Financial Solutions, Inc. This page	645	$88,332
4	JKHY	Jack Henry & Associates Inc	187	$25,757
5	CTSH	Cognizant Technology Solutions Corp	288	$11,154
6	CDW	CDW Corp	72	$10,126
7	GLOB	Globant S.A.	167	$4,832
8	CACI	Caci International Inc /De/	9	$4,169

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,332	645	-33.7%	Shares	Sole	2026-08-11
2026-03-31	$158,093	973	-8.5%	Shares	Sole	2026-05-12
2025-12-31	$237,229	1,063	+11.0%	Shares	Sole	2026-02-12
2025-09-30	$228,166	958	0.0%	Shares	Sole	2025-11-10
2025-06-30	$232,822	958	0.0%	Shares	Sole	2025-08-13
2025-03-31	$232,276	958	-1.1%	Shares	Sole	2025-05-14
2024-12-31	$219,081	969	+2.0%	Shares	Sole	2025-02-14
2024-09-30	$204,278	950	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$186,756	948	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$196,051	957	0.0%	Shares	Sole	2024-05-14
2023-12-31	$196,902	957	-10.3%	Shares	Sole	2024-02-14
2023-09-30	$191,046	1,067	-15.9%	Shares	Sole	2023-11-13
2023-06-30	$210,184	1,269	-16.2%	Shares	Sole	2023-08-14
2023-03-31	$221,906	1,514	+129.7%	Shares	Sole	2023-05-11
2022-12-31	$88,391	659	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.