Clearstead Advisors, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 842775
CLEVELAND, OH
Position in BR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$137,360
+$114,938 QoQ
Shares Held
1,003
+626.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#766
of 986 holders
Holding Since
Jun 2021
19 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 Jun 30, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. BR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,993 | $12,933,691 | |
| 2 | ACN |
Accenture plc
|
45,340 | $5,642,109 | |
| 3 | CACI |
Caci International Inc /De/
|
1,021 | $472,988 | |
| 4 | CDW |
CDW Corp
|
1,603 | $225,445 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
4,498 | $174,207 | |
| 6 | VYX |
NCR Voyix Corp
|
21,149 | $172,787 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,003 | $137,360 | |
| 8 | WSE |
Wise Group plc
|
7,294 | $86,871 |
All Filings in BR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,360 | 1,003 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,422 | 138 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $107,344 | 481 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $101,222 | 425 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $161,614 | 665 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $84,133 | 347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $143,567 | 635 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $158,262 | 736 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $91,408 | 464 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $25,402 | 124 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $27,159 | 132 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,181 | 230 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,440 | 57 | Shares | Sole | 2023-08-07 | |
| 2022-09-30 | $4,329 | 30 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,276 | 30 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,269 | 21 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,839 | 21 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,832 | 35 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,845 | 30 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||