OSTERWEIS CAPITAL MANAGEMENT INC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,583
-$12,750 QoQ
Shares Held
143
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#882
of 1,003 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $119,131 across 2 Information Technology Services names. BR ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
354 | $99,548 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
143 | $19,583 |
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,583 | 143 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,333 | 199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,410 | 199 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,395 | 199 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $48,362 | 199 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||