Sierra Legacy Group
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2056766
Scottsdale, AZ
Position in BR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,023,975
-$141,981 QoQ
Shares Held
7,477
+4.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#426
of 1,003 holders
Holding Since
Dec 2025
3 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, 2026Sierra Legacy Group holds $2,749,584 across 2 Information Technology Services names. BR ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
13,867 | $1,725,609 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
7,477 | $1,023,975 |
All Filings in BR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,023,975 | 7,477 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,165,956 | 7,176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $446,340 | 2,000 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||