Position in IT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$178,616
-$242,251 QoQ
Shares Held
1,378
-48.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 647 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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. IT ranks #17 (0.2% 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 IT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,616 | 1,378 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $420,867 | 2,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $613,292 | 2,431 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $774,415 | 2,946 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,263,227 | 5,599 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,389,999 | 5,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,875,329 | 5,935 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,286,338 | 6,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,753,635 | 6,132 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,955,354 | 6,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,941,237 | 6,520 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,278,134 | 6,630 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,420,291 | 6,909 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,569,885 | 4,819 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,920,703 | 5,714 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,203,005 | 7,962 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,983,214 | 12,336 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,670,953 | 12,341 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,397,025 | 10,161 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,607,594 | 8,581 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,216,856 | 9,153 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,659,927 | 9,093 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,410,793 | 8,807 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,055,577 | 8,448 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $932,178 | 7,683 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $846,743 | 8,504 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||