Position in G
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,650
-$3,218 QoQ
Shares Held
460
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#392
of 474 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $93,128,412 across 33 Information Technology Services names. G ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
147,719 | $41,540,059 | |
| 2 | APLD |
Applied Digital Corp.
|
732,722 | $27,330,530 | |
| 3 | ACN |
Accenture plc
|
62,202 | $7,740,416 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
146,073 | $5,679,318 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
19,836 | $2,716,540 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
15,115 | $2,081,940 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
124,834 | $1,411,872 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
30,318 | $784,023 |
All Filings in G
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,650 | 460 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,868 | 426 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,630 | 270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $107,950 | 2,577 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,716 | 39 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,078 | 339 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,560 | 339 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,292 | 339 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $49,636 | 1,542 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $50,743 | 1,540 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,353 | 39 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,411 | 39 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $55,528 | 1,478 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,510 | 1,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $66,654 | 1,439 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $62,985 | 1,439 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $60,956 | 1,439 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $62,610 | 1,439 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $76,382 | 1,439 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $68,366 | 1,439 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||