Broadridge Financial Solutions, Inc.

UNITED CAPITAL FINANCIAL ADVISORS, LLC BR

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/17/2026

Shares

4,322

Value ($000)

965

Weight

0.0%

2014 Q1 - 2025 Q4 (24 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/17/2026	965	0.0%	4,322	12/31/2025
2025 Q3	11/14/2025	1,102	0.0%	4,627	9/30/2025
2025 Q2	8/11/2025	679	0.0%	2,795	6/30/2025
2025 Q1	5/13/2025	646	0.0%	2,665	3/31/2025
2024 Q4	2/13/2025	566	0.0%	2,503	12/31/2024
2024 Q3	11/12/2024	544	0.0%	2,531	9/30/2024
2024 Q2	8/14/2024	500	0.0%	2,539	6/30/2024
2024 Q1	5/15/2024	508	0.0%	2,479	3/31/2024
2023 Q4	2/14/2024	479	0.0%	2,330	12/31/2023
2022 Q4	2/15/2023	430	0.0%	3,209	12/31/2022
2022 Q3	11/14/2022	576	0.0%	3,989	9/30/2022
2022 Q2	8/11/2022	508	0.0%	3,566	6/30/2022
2022 Q1	5/16/2022	535	0.0%	3,437	3/31/2022
2021 Q4	2/14/2022	741	0.0%	4,054	12/31/2021
2021 Q3	11/15/2021	682	0.0%	4,091	9/30/2021
2021 Q2	8/13/2021	679	0.0%	4,204	6/30/2021
2021 Q1	5/14/2021	670	0.0%	4,378	3/31/2021
2020 Q4	2/17/2021	653	0.0%	4,266	12/31/2020
2020 Q3	11/13/2020	575	0.0%	4,355	9/30/2020
2020 Q2	8/13/2020	641	0.0%	5,081	6/30/2020
2020 Q1	8/11/2020	511	0.0%	5,393	3/31/2020
2019 Q4	2/14/2020	900	0.0%	7,285	12/31/2019
2019 Q3	2/14/2020	535	0.0%	4,297	9/30/2019
2014 Q1	5/14/2014	676	0.0%	18,206	3/31/2014