Bruce G. Allen Investments, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 2005409 DENVER, CO

Position in BR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$43,413

+$1,331 QoQ

Shares Held

317

+22.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#822

of 986 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $276,370 across 11 Information Technology Services names. BR ranks #2 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	710	$199,659
2	BR	Broadridge Financial Solutions, Inc. This page	317	$43,413
3	ACN	Accenture plc	151	$18,790
4	LDOS	Leidos Holdings, Inc.	57	$5,869
5	PENG	Penguin Solutions, Inc.	42	$3,192
6	CTSH	Cognizant Technology Solutions Corp	46	$1,781
7	IT	Gartner Inc	12	$1,555
8	FIS	Fidelity National Information Services, Inc.	34	$1,321

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,413	317	+22.4%	Shares	Sole	2026-07-31
2026-03-31	$42,082	259	+28.2%	Shares	Sole	2026-05-08
2025-12-31	$45,080	202	-4.7%	Shares	Sole	2026-02-10
2025-09-30	$50,492	212	-1.9%	Shares	Sole	2025-10-30
2025-06-30	$52,494	216	-0.9%	Shares	Sole	2025-07-09
2025-03-31	$52,856	218	-0.5%	Shares	Sole	2025-04-14
2024-12-31	$49,513	219	-0.9%	Shares	Sole	2025-01-10
2024-09-30	$47,521	221	-45.2%	Shares	Sole	2024-10-08
2024-06-30	$79,391	403	-3.6%	Shares	Sole	2024-07-12
2024-03-31	$85,631	418	+2.0%	Shares	Sole	2024-04-10
2023-12-31	$84,357	410	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.