KELLY LAWRENCE W & ASSOCIATES INC/CA

Position in BR — Broadridge Financial Solutions, Inc.

CIK 920441 PASADENA, CA

Position in BR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,854,767

-$1,504,893 QoQ

Shares Held

57,355

-0.4% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#163

of 1,002 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Technology · as of Jun 30, 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA holds $8,947,277 across 3 Information Technology Services names. BR ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BR	Broadridge Financial Solutions, Inc. This page	57,355	$7,854,767
2	IBM	International Business Machines Corp	3,000	$843,630
3	ACN	Accenture plc	2,000	$248,880

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,854,767	57,355	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$9,359,660	57,605	-5.7%	Shares	Sole	2026-05-15
2025-12-31	$13,631,669	61,082	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$14,657,457	61,542	-13.0%	Shares	Sole	2025-11-14
2025-06-30	$17,193,642	70,747	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$17,941,312	73,997	-0.9%	Shares	Sole	2025-05-14
2024-12-31	$16,887,113	74,692	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$16,071,771	74,742	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$14,970,818	75,994	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$15,632,252	76,307	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$16,019,695	77,860	-1.1%	Shares	Sole	2024-02-14
2023-09-30	$14,093,025	78,710	-1.0%	Shares	Sole	2023-11-14
2023-06-30	$13,170,069	79,515	-4.2%	Shares	Sole	2023-08-14
2023-03-31	$12,171,319	83,041	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$11,269,065	84,016	-6.7%	Shares	Sole	2023-02-14
2022-09-30	$12,991,109	90,016	+1.0%	Shares	Sole	2022-11-15
2022-06-30	$12,707,049	89,141	-7.0%	Shares	Sole	2022-08-15
2022-03-31	$14,919,508	95,816	+1.1%	Shares	Sole	2022-05-16
2021-12-31	$17,326,948	94,776	-2.2%	Shares	Sole	2022-02-11
2021-09-30	$16,148,749	96,908	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$15,650,318	96,888	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$14,824,366	96,828	+42.4%	Shares	Sole	2021-05-17
2020-12-31	$10,415,761	67,988	-32.3%	Shares	Sole	2021-02-12
2020-09-30	$13,249,896	100,378	-34.6%	Shares	Sole	2020-11-13
2020-06-30	$19,378,114	153,563	-0.2%	Shares	Sole	2020-08-14
2020-03-31	$14,596,043	153,918	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.