Atlas Legacy Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2054111
LOS ANGELES, CA
Position in BR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$441,800
-$132,404 QoQ
Shares Held
3,226
-8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#580
of 1,005 holders
Holding Since
Dec 2024
7 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, 2026Atlas Legacy Advisors, LLC holds $759,848 across 2 Information Technology Services names. BR ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,226 | $441,800 | |
| 2 | IBM |
International Business Machines Corp
|
1,131 | $318,048 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,800 | 3,226 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $574,204 | 3,534 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $768,597 | 3,444 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $733,087 | 3,078 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $744,886 | 3,065 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $592,814 | 2,445 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $707,661 | 3,130 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||