Position in IT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,352
-$3,005,286 QoQ
Shares Held
1,862
-74.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#430
of 647 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Wakefield Asset Management LLLP holds $502,378 across 2 Information Technology Services names. IT ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
1,906 | $261,026 | |
| 2 | IT |
Gartner Inc
This page
|
1,862 | $241,352 |
All Filings in IT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,352 | 1,862 | Shares | Defined | 2026-08-11 | |
| 2023-12-31 | $3,246,638 | 7,197 | Shares | Defined | 2024-01-25 | |
| 2023-09-30 | $2,448,908 | 7,127 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,665,508 | 7,609 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,633,850 | 8,085 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $2,732,482 | 8,129 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $2,565,192 | 9,271 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $2,549,613 | 10,543 | Shares | Defined | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||