EVOLVE PRIVATE WEALTH, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2111131
LOS ANGELES, CA
Position in BR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$219,120
-$273,844 QoQ
Shares Held
1,600
-47.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#744
of 1,012 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,985,565 across 11 Information Technology Services names. BR ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
8,299 | $2,333,761 | |
| 2 | PENG |
Penguin Solutions, Inc.
|
15,931 | $1,210,915 | |
| 3 | ACN |
Accenture plc
|
8,833 | $1,099,178 | |
| 4 | IT |
Gartner Inc
|
4,469 | $579,271 | |
| 5 | CDW |
CDW Corp
|
2,706 | $380,571 | |
| 6 | IBEX |
IBEX Ltd
|
11,138 | $338,261 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,600 | $219,120 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
5,619 | $218,466 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,120 | 1,600 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||