Glass Jacobson Investment Advisors llc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1964394
OWINGS MILLS, MD
Position in BR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,162
-$1,149 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#939
of 1,003 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Glass Jacobson Investment Advisors llc holds $119,928 across 4 Information Technology Services names. BR ranks #3 (5.1% of the industry book) .
All Filings in BR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,162 | 45 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,311 | 45 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,042 | 45 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,717 | 45 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,936 | 45 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,910 | 45 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $10,174 | 45 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,676 | 45 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,865 | 45 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,218 | 45 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,201 | 35 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $6,266 | 35 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,797 | 35 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $4,694 | 35 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||