Provenance Wealth Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in BR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$273
-$2,607 QoQ
Shares Held
2
-85.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#995
of 1,003 holders
Holding Since
Dec 2023
2 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 Jun 30, 2026Provenance Wealth Advisors, LLC holds $1,488,863 across 6 Information Technology Services names. BR ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,788 | $1,346,433 | |
| 2 | ACN |
Accenture plc
|
919 | $114,360 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
265 | $27,287 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2 | $273 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
7 | $272 | |
| 6 | EPAM |
EPAM Systems, Inc.
|
3 | $238 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273 | 2 | Shares | Sole | 2026-07-24 | |
| 2023-12-31 | $2,880 | 14 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||