ROTHSCHILD INVESTMENT LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 85338
CHICAGO, IL
Position in BR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$312,774
+$263,454 QoQ
Shares Held
1,925
+771.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $12,562,176 across 41 Information Technology Services names. BR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
25,668 | $6,221,666 | |
| 2 | EXLS |
ExlService Holdings, Inc.
|
95,642 | $2,912,298 | |
| 3 | IT |
Gartner Inc
|
4,749 | $751,956 | |
| 4 | G |
Genpact LTD
|
10,190 | $379,577 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,925 | $312,774 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
4,103 | $251,719 | |
| 7 | SAIC |
Science Applications International Corp
|
2,631 | $249,734 | |
| 8 | ACN |
Accenture plc
|
1,147 | $227,438 |
All Filings in BR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,774 | 1,925 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $49,320 | 221 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $42,156 | 177 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $43,502 | 179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,370 | 183 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $38,435 | 170 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $36,340 | 169 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $31,914 | 162 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,451 | 134 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $25,924 | 126 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||