Icon Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1963212
HOUSTON, TX
Position in BR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$220,078
-$40,702 QoQ
Shares Held
1,607
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#742
of 1,010 holders
Holding Since
Jun 2024
9 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, 2026Icon Wealth Advisors, LLC holds $20,810,542 across 2 Information Technology Services names. BR ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
165,465 | $20,590,464 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,607 | $220,078 |
All Filings in BR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,078 | 1,607 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $260,780 | 1,605 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $776,631 | 3,480 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $828,117 | 3,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $845,015 | 3,477 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $455,339 | 1,878 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,953 | 1,884 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $405,116 | 1,884 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $371,148 | 1,884 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||