WENDELL DAVID ASSOCIATES INC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 878228 PORTSMOUTH, NH

Back to BR Full portfolio

Position in BR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,592,251

-$4,522,874 QoQ

Shares Held

70,042

-19.4% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#141

of 1,003 holders

Holding Since

Mar 2020

26 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, 2026

WENDELL DAVID ASSOCIATES INC holds $14,497,514 across 4 Information Technology Services names. BR ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	70,042	$9,592,251
2	IBM	International Business Machines Corp	8,235	$2,315,764
3	ACN	Accenture plc	13,050	$1,623,942
4	JKHY	Jack Henry & Associates Inc	7,010	$965,557

All Filings in BR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,592,251	70,042	-19.4%	Shares	Other	2026-07-27
2026-03-31	$14,115,125	86,873	-13.4%	Shares	Other	2026-04-23
2025-12-31	$22,386,852	100,313	-0.8%	Shares	Other	2026-01-30
2025-09-30	$24,087,084	101,134	+0.2%	Shares	Other	2025-10-30
2025-06-30	$24,528,774	100,929	-1.4%	Shares	Other	2025-07-29
2025-03-31	$24,831,298	102,414	-2.5%	Shares	Other	2025-04-18
2024-12-31	$23,737,641	104,992	-1.1%	Shares	Other	2025-01-17
2024-09-30	$22,826,939	106,157	+0.1%	Shares	Other	2024-10-21
2024-06-30	$20,901,306	106,098	+0.5%	Shares	Other	2024-07-22
2024-03-31	$21,633,011	105,599	+0.3%	Shares	Other	2024-04-22
2023-12-31	$21,671,236	105,328	+1.4%	Shares	Other	2024-01-22
2023-09-30	$18,599,355	103,878	-2.0%	Shares	Other	2023-10-20
2023-06-30	$17,553,467	105,980	+0.5%	Shares	Other	2023-07-20
2023-03-31	$15,454,927	105,444	+0.7%	Shares	Other	2023-04-19
2022-12-31	$14,049,715	104,747	+0.2%	Shares	Other	2023-01-17
2022-09-30	$15,087,934	104,545	+2.0%	Shares	Other	2022-10-18
2022-06-30	$14,615,651	102,530	+1.5%	Shares	Other	2022-07-14
2022-03-31	$15,735,118	101,054	+1.5%	Shares	Other	2022-04-22
2021-12-31	$18,203,387	99,570	-0.8%	Shares	Other	2022-01-24
2021-09-30	$16,722,157	100,349	+7.0%	Shares	Other	2021-10-19
2021-06-30	$15,142,468	93,744	+1.8%	Shares	Other	2021-07-19
2021-03-31	$14,095,763	92,069	+1.7%	Shares	Other	2021-04-20
2020-12-31	$13,864,600	90,500	+0.6%	Shares	Other	2021-01-22
2020-09-30	$11,871,420	89,935	+0.8%	Shares	Other	2020-10-20
2020-06-30	$11,262,205	89,248	+4.2%	Shares	Other	2020-07-17
2020-03-31	$8,121,999	85,648	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.