Moran Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1965334
Naples, FL
Position in BR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$11,065,699
New position
Shares Held
68,105
first reported quarter
Ownership
0.060%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Moran Wealth Management, LLC holds $22,472,640 across 5 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIS |
Fidelity National Information Services, Inc.
|
151,272 | $5,881,454 | |
| 2 | IBM |
International Business Machines Corp
|
18,634 | $5,240,066 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
33,804 | $4,656,162 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
94,851 | $3,673,578 | |
| 5 | CACI |
Caci International Inc /De/
|
6,522 | $3,021,380 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,065,699 | 68,105 | Shares | Defined | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||