Pathstone Holdings, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in BR

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$3,964,186

-$1,141,719 QoQ

Shares Held

24,398

+6.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 62.86990736945651.ToString("F0")% Shared 1.0533650299204853.ToString("F0")% None 36.076727600623.ToString("F0")%

Technology · as of Mar 31, 2026

Pathstone Holdings, LLC holds $120,434,994 across 27 Information Technology Services names. BR ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFOR	Everforth Inc	1,202,233	$46,538,439
2	IBM	International Business Machines Corp	118,559	$28,737,514
3	ACN	Accenture plc	71,612	$14,199,941
4	BR	Broadridge Financial Solutions, Inc. This page	24,398	$3,964,186
5	CACI	Caci International Inc /De/	7,132	$3,878,879
6	LDOS	Leidos Holdings, Inc.	20,462	$3,182,249
7	CTSH	Cognizant Technology Solutions Corp	45,896	$2,815,718
8	IT	Gartner Inc	17,774	$2,814,333

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,964,186	24,398	+6.6%	Shares	Sole	2026-05-11
2025-12-31	$5,105,905	22,879	+4.1%	Shares	Defined	2026-02-13
2025-09-30	$5,232,594	21,970	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$5,303,398	21,822	+4.2%	Shares	Other	2025-08-12
2025-03-31	$5,078,808	20,947	+1.3%	Shares	Defined	2025-05-15
2024-12-31	$4,673,280	20,670	-0.6%	Shares	Other	2025-02-14
2024-09-30	$4,470,688	20,791	+0.4%	Shares	Other	2024-11-07
2024-06-30	$4,078,688	20,704	+1.2%	Shares	Sole	2024-08-14
2024-03-31	$4,192,458	20,465	+12.3%	Shares	Sole	2024-05-13
2023-12-31	$3,748,764	18,220	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.