Planning Strategies Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2139665
LANCASTER, PA
Position in BR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,191
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#959
of 1,002 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026Planning Strategies Inc. holds $1,476,465 across 15 Information Technology Services names. BR ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
5,046 | $1,418,985 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
857 | $33,320 | |
| 3 | KD |
Kyndryl Holdings, Inc.
|
1,085 | $12,271 | |
| 4 | ACN |
Accenture plc
|
35 | $4,355 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
16 | $2,191 | |
| 6 | CACI |
Caci International Inc /De/
|
3 | $1,389 | |
| 7 | IT |
Gartner Inc
|
7 | $907 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
5 | $688 |
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,191 | 16 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||