United Advisor Group, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2004873
CINCINNATI, OH
Position in BR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$276,091
-$305,262 QoQ
Shares Held
2,016
-43.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#673
of 1,003 holders
Holding Since
Jun 2024
9 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, 2026United Advisor Group, LLC holds $2,672,335 across 3 Information Technology Services names. BR ranks #3 (10.3% of the industry book) .
All Filings in BR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,091 | 2,016 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $581,353 | 3,578 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $734,898 | 3,293 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $775,719 | 3,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $731,034 | 3,008 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $706,285 | 2,913 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $635,765 | 2,812 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $518,222 | 2,410 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $417,049 | 2,117 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||