Position in BR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$185,841
-$26,682 QoQ
Shares Held
1,357
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 986 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026UMB Bank, n.a. holds $17,732,859 across 27 Information Technology Services names. BR ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
42,506 | $11,953,112 | |
| 2 | ACN |
Accenture plc
|
22,673 | $2,821,427 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
8,322 | $1,146,272 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
3,819 | $393,241 | |
| 5 | CDW |
CDW Corp
|
2,313 | $325,300 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,357 | $185,841 | |
| 7 | IT |
Gartner Inc
|
1,344 | $174,208 | |
| 8 | CACI |
Caci International Inc /De/
|
323 | $149,632 |
All Filings in BR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,841 | 1,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $212,523 | 1,308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $267,357 | 1,198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $234,597 | 985 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $219,456 | 903 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $224,517 | 926 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $248,019 | 1,097 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $223,630 | 1,040 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $187,938 | 954 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $170,033 | 830 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $186,614 | 907 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $210,383 | 1,175 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $790,883 | 4,775 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $706,466 | 4,820 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $648,786 | 4,837 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $699,662 | 4,848 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $690,939 | 4,847 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $754,725 | 4,847 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $886,859 | 4,851 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||