Impact Partnership Wealth, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1984555
MARIETTA, GA
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$377,845
+$371,495 QoQ
Shares Held
2,759
+8800.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#610
of 1,005 holders
Holding Since
Sep 2023
4 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, 2026Impact Partnership Wealth, LLC holds $7,512,161 across 9 Information Technology Services names. BR ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
16,694 | $2,077,401 | |
| 2 | IBM |
International Business Machines Corp
|
6,306 | $1,773,310 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
24,874 | $963,370 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
6,636 | $914,042 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
51,738 | $585,156 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
19,367 | $500,830 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,759 | $377,845 | |
| 8 | NABL |
N-able, Inc.
|
65,684 | $241,060 |
All Filings in BR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,845 | 2,759 | Shares | Sole | 2026-07-29 | |
| 2024-03-31 | $6,350 | 31 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,378 | 31 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,550 | 31 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||