Portside Wealth Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1978608
Provo, UT
Position in BR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$212,522
-$161,287 QoQ
Shares Held
1,308
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Portside Wealth Group, LLC holds $3,449,304 across 6 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPAM |
EPAM Systems, Inc.
|
16,942 | $1,344,347 | |
| 2 | IBM |
International Business Machines Corp
|
4,120 | $1,158,584 | |
| 3 | CDW |
CDW Corp
|
2,346 | $329,941 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
1,957 | $269,556 | |
| 5 | ACN |
Accenture plc
|
1,965 | $244,524 | |
| 6 | VRRM |
VERRA MOBILITY Corp
|
24,083 | $102,352 |
All Filings in BR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,522 | 1,308 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $373,809 | 1,675 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $480,864 | 2,019 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $514,494 | 2,117 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $526,865 | 2,173 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $446,979 | 1,977 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $398,235 | 1,852 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $315,988 | 1,604 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $335,765 | 1,639 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $311,094 | 1,512 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $263,203 | 1,470 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $280,411 | 1,693 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||