Envestnet Portfolio Solutions, Inc.

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1998033 BERWYN, PA

Position in BR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$613,946

-$150,359 QoQ

Shares Held

4,483

-4.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#527

of 1,003 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $23,276,492 across 9 Information Technology Services names. BR ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	34,908	$9,816,478
2	LDOS	Leidos Holdings, Inc.	55,865	$5,752,419
3	ACN	Accenture plc	30,041	$3,738,302
4	CACI	Caci International Inc /De/	2,346	$1,086,807
5	G	Genpact LTD	27,158	$746,845
6	SAIC	Science Applications International Corp	6,014	$664,005
7	BR	Broadridge Financial Solutions, Inc. This page	4,483	$613,946
8	JKHY	Jack Henry & Associates Inc	3,759	$517,764

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,946	4,483	-4.7%	Shares	Sole	2026-07-20
2026-03-31	$764,305	4,704	-44.7%	Shares	Sole	2026-04-29
2025-12-31	$1,900,069	8,514	+2.6%	Shares	Sole	2026-02-06
2025-09-30	$1,976,334	8,298	-6.3%	Shares	Sole	2025-10-30
2025-06-30	$2,151,787	8,854	-15.3%	Shares	Sole	2025-07-25
2025-03-31	$2,534,191	10,452	-52.1%	Shares	Sole	2025-04-21
2024-12-31	$4,931,927	21,814	-1.3%	Shares	Sole	2025-02-10
2024-09-30	$4,754,528	22,111	-13.5%	Shares	Sole	2024-10-31
2024-06-30	$5,036,305	25,565	-9.2%	Shares	Sole	2024-07-16
2024-03-31	$5,765,579	28,144	+39.7%	Shares	Sole	2024-05-06
2023-12-31	$4,144,422	20,143	-12.3%	Shares	Sole	2024-02-07
2023-09-30	$4,112,420	22,968	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.