OFI INVEST ASSET MANAGEMENT
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,090,395
+$280,595 QoQ
Shares Held
7,962
+59.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 1,006 holders
Holding Since
Sep 2023
10 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, 2026OFI INVEST ASSET MANAGEMENT holds $5,332,976 across 3 Information Technology Services names. BR ranks #2 (20.4% of the industry book) .
All Filings in BR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,090,395 | 7,962 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $809,800 | 4,984 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $835,771 | 3,745 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $257,461 | 1,081 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $103,287 | 425 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $76,617 | 316 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $32,899 | 167 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $30,319 | 148 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $30,039 | 146 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,320 | 147 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||