PINNACLE ASSOCIATES LTD

Position in BR — Broadridge Financial Solutions, Inc.

CIK 743127 NEW YORK, NY

Position in BR

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,961,296

-$732,589 QoQ

Shares Held

12,071

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 99.71004887747495.ToString("F0")% Shared 0.ToString("F0")% None 0.28995112252506006.ToString("F0")%

Technology · as of Mar 31, 2026

PINNACLE ASSOCIATES LTD holds $61,015,605 across 8 Information Technology Services names. BR ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	147,678	$35,795,670
2	GDS	GDS Holdings Ltd	253,022	$10,194,256
3	ACN	Accenture plc	34,881	$6,916,553
4	IBEX	IBEX Ltd	164,098	$4,401,108
5	BR	Broadridge Financial Solutions, Inc. This page	12,071	$1,961,296
6	GIB	Cgi Inc	10,500	$767,550
7	PENG	Penguin Solutions, Inc.	41,897	$737,387
8	IT	Gartner Inc	1,527	$241,785

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.