Crown Oak Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2009273
PIEDMONT, CA
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,242,856
-$998,650 QoQ
Shares Held
38,283
-0.3% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#204
of 1,003 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crown Oak Advisors, LLC holds $8,280,241 across 2 Information Technology Services names. BR ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
38,283 | $5,242,856 | |
| 2 | IT |
Gartner Inc
|
23,433 | $3,037,385 |
All Filings in BR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,242,856 | 38,283 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $6,241,506 | 38,414 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,395,655 | 37,620 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,072,371 | 38,092 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,257,498 | 38,092 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,176,626 | 37,848 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,224,249 | 36,376 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,057,929 | 32,823 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,885,741 | 34,953 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,154,325 | 34,923 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,032,329 | 34,179 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||