Annis Gardner Whiting Capital Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1998414
TAMPA, FL
Position in BR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$7,961
-$1,858 QoQ
Shares Held
49
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $1,159,122 across 2 Information Technology Services names.
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,961 | 49 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,819 | 44 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,432 | 48 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,422 | 47 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,728 | 36 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,139 | 36 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,741 | 36 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,790 | 70 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,364 | 75 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,493 | 51 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,445 | 36 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||