Advyzon Investment Management, LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 2011872 LISLE, IL

Position in BR

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

Position Value

$217,612

-$32,769 QoQ

Shares Held

1,589

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#740

of 1,002 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $3,542,671 across 4 Information Technology Services names. BR ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	7,148	$2,010,088
2	ACN	Accenture plc	6,329	$787,580
3	CNXC	Concentrix Corp	23,539	$527,391
4	BR	Broadridge Financial Solutions, Inc. This page	1,589	$217,612

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,612	1,589	+3.1%	Shares	Other	2026-08-14
2026-03-31	$250,381	1,541	+8.3%	Shares	Other	2026-05-12
2025-12-31	$317,570	1,423	+38.7%	Shares	Sole	2026-02-13
2025-09-30	$244,362	1,026	+10.3%	Shares	Sole	2025-11-10
2025-06-30	$226,017	930	+1.6%	Shares	Sole	2025-08-08
2025-03-31	$221,850	915	-3.3%	Shares	Sole	2025-05-09
2024-12-31	$213,881	946	—	Shares	Defined	2025-02-03
No filing history on record for this holder in this stock.