LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in BR — Broadridge Financial Solutions, Inc.

CIK 932974 BOSTON, MA

Back to BR Full portfolio

Position in BR

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

Position Value

$30,203,636

-$10,874,232 QoQ

Shares Held

220,545

-12.8% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#77

of 986 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in BR Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $96,066,831 across 7 Information Technology Services names. BR ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WSE	Wise Group plc	4,378,556	$52,148,601
2	BR	Broadridge Financial Solutions, Inc. This page	220,545	$30,203,636
3	ACN	Accenture plc	65,832	$8,192,134
4	IBM	International Business Machines Corp	13,946	$3,921,754
5	JKHY	Jack Henry & Associates Inc	11,324	$1,559,767
6	EFOR	Everforth Inc	1,822	$32,559
7	KD	Kyndryl Holdings, Inc.	741	$8,380

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	$30,203,636	220,545	-12.8%	Shares	Sole	2026-07-30
2026-03-31	$41,077,868	252,818	-0.9%	Shares	Sole	2026-04-13
2025-12-31	$56,905,448	254,987	+0.4%	Shares	Sole	2026-01-28
2025-09-30	$60,517,329	254,093	-1.7%	Shares	Sole	2025-10-24
2025-06-30	$62,812,317	258,455	-1.2%	Shares	Sole	2025-07-30
2025-03-31	$63,419,291	261,566	-2.1%	Shares	Sole	2025-04-24
2024-12-31	$60,381,855	267,070	-0.8%	Shares	Sole	2025-01-28
2024-09-30	$57,886,075	269,200	-1.9%	Shares	Sole	2024-10-25
2024-06-30	$54,036,706	274,298	-0.3%	Shares	Sole	2024-07-17
2024-03-31	$56,357,395	275,102	-3.3%	Shares	Sole	2024-04-23
2023-12-31	$58,555,009	284,593	-4.1%	Shares	Sole	2024-02-01
2023-09-30	$53,153,140	296,862	+1.4%	Shares	Sole	2023-11-03
2023-06-30	$48,479,403	292,697	+3.5%	Shares	Sole	2023-08-01
2023-03-31	$41,467,730	282,921	+9.5%	Shares	Sole	2023-05-02
2022-12-31	$34,641,486	258,268	-2.0%	Shares	Sole	2023-03-02
2022-09-30	$38,050,544	263,654	+11.0%	Shares	Sole	2022-10-25
2022-06-30	$33,864,605	237,563	-1.8%	Shares	Sole	2022-07-26
2022-03-31	$37,661,421	241,869	-4.6%	Shares	Sole	2022-04-13
2021-12-31	$46,352,182	253,540	-2.6%	Shares	Sole	2022-02-14
2021-09-30	$43,389,889	260,381	+8.9%	Shares	Sole	2021-11-12
2021-06-30	$38,628,445	239,141	-1.9%	Shares	Sole	2021-08-13
2021-03-31	$37,339,712	243,891	+14.1%	Shares	Sole	2021-04-14
2020-12-31	$32,732,712	213,660	-12.6%	Shares	Sole	2021-01-14
2020-09-30	$32,279,016	244,538	+5.7%	Shares	Sole	2020-10-15
2020-06-30	$29,180,554	231,243	+0.1%	Shares	Sole	2020-07-30
2020-03-31	$21,912,557	231,072	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.