Position in BR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$135,991
+$120,881 QoQ
Shares Held
993
+967.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,003 holders
Holding Since
Jun 2022
17 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, 2026Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. BR ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
22,680 | $6,377,842 | |
| 2 | ACN |
Accenture plc
|
4,028 | $501,244 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
5,421 | $210,768 | |
| 4 | CDW |
CDW Corp
|
990 | $139,233 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
993 | $135,991 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
1,075 | $41,634 | |
| 7 | IT |
Gartner Inc
|
200 | $25,924 | |
| 8 | APLD |
Applied Digital Corp.
|
350 | $13,055 |
All Filings in BR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,991 | 993 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,110 | 93 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,754 | 93 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $22,149 | 93 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $22,601 | 93 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $22,548 | 93 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $21,026 | 93 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $19,997 | 93 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $18,321 | 93 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $19,051 | 93 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $19,134 | 93 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $16,651 | 93 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $15,403 | 93 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $13,631 | 93 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $12,474 | 93 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $13,421 | 93 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $13,257 | 93 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||