Modern Wealth Management, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 2001900 KANSAS CITY, MO

Position in BR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,910,176

-$339,032 QoQ

Shares Held

13,948

+0.8% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#332

of 1,002 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $11,013,455 across 8 Information Technology Services names. BR ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	28,885	$8,122,746
2	BR	Broadridge Financial Solutions, Inc. This page	13,948	$1,910,176
3	ACN	Accenture plc	3,242	$403,431
4	FIS	Fidelity National Information Services, Inc.	5,877	$228,495
5	INFY	Infosys Ltd	14,051	$147,393
6	WIT	Wipro Ltd	38,678	$87,024
7	GDYN	Grid Dynamics Holdings, Inc.	11,620	$66,001
8	VRRM	VERRA MOBILITY Corp	11,339	$48,189

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,910,176	13,948	+0.8%	Shares	Other	2026-08-14
2026-03-31	$2,249,208	13,843	-2.1%	Shares	Other	2026-05-14
2025-12-31	$3,156,069	14,142	-0.2%	Shares	Other	2026-02-17
2025-09-30	$3,376,058	14,175	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$3,431,583	14,120	+1.0%	Shares	Other	2025-11-12
2025-03-31	$3,388,134	13,974	+2.4%	Shares	Other	2025-06-02
2024-12-31	$3,083,867	13,640	+1.1%	Shares	Other	2025-05-30
2024-09-30	$2,901,399	13,493	+0.1%	Shares	Other	2025-05-30
2024-06-30	$2,656,742	13,486	+0.0%	Shares	Other	2025-05-29
2024-03-31	$2,761,921	13,482	—	Shares	Other	2025-05-29
No filing history on record for this holder in this stock.