Excelsior Advisor Network LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2110679
SCOTTSDALE, AZ
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$890,996
New position
Shares Held
6,506
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#458
of 1,003 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Information Technology Services
Technology · as of Jun 30, 2026Excelsior Advisor Network LLC holds $6,226,525 across 5 Information Technology Services names. BR ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
10,593 | $2,978,857 | |
| 2 | ACN |
Accenture plc
|
10,236 | $1,273,767 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
6,506 | $890,996 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
5,669 | $583,736 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
3,624 | $499,169 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,996 | 6,506 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||