PINNACLE ASSOCIATES LTD

Position in BR — Broadridge Financial Solutions, Inc.

CIK 743127 NEW YORK, NY

Position in BR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,697,221

-$264,075 QoQ

Shares Held

12,393

+2.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#351

of 1,006 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $69,610,682 across 8 Information Technology Services names. BR ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	160,772	$45,210,694
2	GDS	GDS Holdings Ltd	272,423	$8,180,862
3	IBEX	IBEX Ltd	201,095	$6,107,255
4	ACN	Accenture plc	31,723	$3,947,610
5	PENG	Penguin Solutions, Inc.	31,199	$2,371,435
6	BR	Broadridge Financial Solutions, Inc. This page	12,393	$1,697,221
7	JKHY	Jack Henry & Associates Inc	10,292	$1,417,620
8	GIB	Cgi Inc	10,500	$677,985

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,697,221	12,393	+2.7%	Shares	Sole	2026-08-03
2026-03-31	$1,961,296	12,071	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,693,885	12,071	-0.5%	Shares	Sole	2026-02-05
2025-09-30	$2,889,954	12,134	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$2,946,252	12,123	-3.2%	Shares	Sole	2025-08-04
2025-03-31	$3,035,356	12,519	-1.4%	Shares	Sole	2025-05-06
2024-12-31	$2,871,795	12,702	+26.3%	Shares	Sole	2025-02-14
2024-09-30	$2,161,911	10,054	-1.1%	Shares	Other	2024-10-25
2024-06-30	$2,002,702	10,166	+4.2%	Shares	Sole	2024-07-30
2024-03-31	$1,999,023	9,758	-2.9%	Shares	Sole	2024-04-26
2023-12-31	$2,068,610	10,054	-1.4%	Shares	Other	2024-01-19
2023-09-30	$1,825,056	10,193	+1.7%	Shares	Sole	2023-10-24
2023-06-30	$1,660,771	10,027	+53.5%	Shares	Sole	2023-07-27
2023-03-31	$957,688	6,534	+1.8%	Shares	Sole	2023-05-05
2022-12-31	$861,114	6,420	+51.0%	Shares	Sole	2023-02-01
2022-09-30	$613,504	4,251	+164.5%	Shares	Sole	2022-11-01
2022-06-30	$229,077	1,607	+12.9%	Shares	Sole	2022-08-02
2022-03-31	$221,731	1,424	+0.1%	Shares	Sole	2022-05-05
2021-12-31	$259,970	1,422	-0.7%	Shares	Sole	2022-02-02
2021-09-30	$238,628	1,432	+0.1%	Shares	Sole	2021-10-19
2021-06-30	$230,987	1,430	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$216,330	1,413	-6.6%	Shares	Sole	2021-05-12
2020-12-31	$231,791	1,513	-0.6%	Shares	Sole	2021-01-26
2020-09-30	$200,904	1,522	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.