EVOLVE PRIVATE WEALTH, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2111131
LOS ANGELES, CA
Position in BR
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$492,964
-$21,889 QoQ
Shares Held
3,034
+31.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 Mar 31, 2026EVOLVE PRIVATE WEALTH, LLC holds $15,539,702 across 13 Information Technology Services names. BR ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,276 | $7,580,989 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
32,778 | $2,010,930 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
12,862 | $2,000,298 | |
| 4 | IT |
Gartner Inc
|
3,419 | $541,364 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
3,034 | $492,964 | |
| 6 | ACN |
Accenture plc
|
2,425 | $480,853 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
9,520 | $446,583 | |
| 8 | CDW |
CDW Corp
|
3,664 | $443,417 |
All Filings in BR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,964 | 3,034 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $514,853 | 2,307 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||