Concurrent Investment Advisors, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 2001015 Tampa, FL

Position in BR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,345,944

-$853,060 QoQ

Shares Held

9,828

-27.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#386

of 1,003 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $47,614,564 across 14 Information Technology Services names. BR ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	112,698	$31,691,803
2	ACN	Accenture plc	70,109	$8,724,363
3	CIFR	Cipher Digital Inc.	67,916	$1,663,942
4	BR	Broadridge Financial Solutions, Inc. This page	9,828	$1,345,944
5	JKHY	Jack Henry & Associates Inc	6,177	$850,819
6	APLD	Applied Digital Corp.	19,859	$740,740
7	SAIC	Science Applications International Corp	5,523	$609,793
8	CACI	Caci International Inc /De/	890	$412,300

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,345,944	9,828	-27.4%	Shares	Sole	2026-07-27
2026-03-31	$2,199,004	13,534	-20.6%	Shares	Sole	2026-04-21
2025-12-31	$3,804,154	17,046	+51.4%	Shares	Sole	2026-01-29
2025-09-30	$2,681,079	11,257	-5.4%	Shares	Sole	2025-10-27
2025-06-30	$2,892,300	11,901	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$2,829,508	11,670	+16.8%	Shares	Sole	2025-04-29
2024-12-31	$2,259,091	9,992	+13.1%	Shares	Sole	2025-02-03
2024-09-30	$1,900,435	8,838	+5.1%	Shares	Sole	2024-10-30
2024-06-30	$1,657,361	8,413	+3.8%	Shares	Sole	2024-07-30
2024-03-31	$1,660,390	8,105	+4.8%	Shares	Sole	2024-05-07
2023-12-31	$1,590,859	7,732	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.