Gibbs Wealth Management
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2081110
Alpharetta, GA
Position in BR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$456,731
-$78,653 QoQ
Shares Held
2,811
+17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Gibbs Wealth Management holds $5,361,247 across 8 Information Technology Services names. BR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPAM |
EPAM Systems, Inc.
|
15,307 | $2,072,567 | |
| 2 | ACN |
Accenture plc
|
4,949 | $981,337 | |
| 3 | IBM |
International Business Machines Corp
|
2,124 | $514,836 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,811 | $456,731 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
2,197 | $347,213 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
11,401 | $347,160 | |
| 7 | CDW |
CDW Corp
|
2,866 | $346,843 | |
| 8 | BBAI |
BigBear.ai Holdings, Inc.
|
83,682 | $294,560 |
All Filings in BR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,731 | 2,811 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $535,384 | 2,399 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $634,723 | 2,665 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $784,986 | 3,230 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $650,277 | 2,682 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $456,927 | 2,021 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $350,713 | 1,631 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $282,301 | 1,433 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||