Position in BR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,712,449
+$4,501,225 QoQ
Shares Held
34,410
+2546.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#217
of 1,006 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HALL LAURIE J TRUSTEE holds $12,147,921 across 2 Information Technology Services names. BR ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
26,441 | $7,435,472 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
This page
|
34,410 | $4,712,449 |
All Filings in BR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,712,449 | 34,410 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $211,224 | 1,300 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $312,438 | 1,400 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $381,072 | 1,600 | Shares | Defined | 2025-10-14 | |
| 2025-06-30 | $413,151 | 1,700 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $412,182 | 1,700 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $508,702 | 2,250 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $483,817 | 2,250 | Shares | Other | 2024-10-08 | |
| 2024-06-30 | $443,250 | 2,250 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $460,935 | 2,250 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $462,937 | 2,250 | Shares | Other | 2024-01-11 | |
| 2023-09-30 | $188,002 | 1,050 | Shares | Other | 2023-10-12 | |
| 2023-06-30 | $173,911 | 1,050 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $153,898 | 1,050 | Shares | Other | 2023-04-07 | |
| 2022-12-31 | $140,836 | 1,050 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $151,536 | 1,050 | Shares | Other | 2022-10-11 | |
| 2022-06-30 | $149,677 | 1,050 | Shares | Other | 2022-07-06 | |
| 2022-03-31 | $163,495 | 1,050 | Shares | Other | 2022-04-06 | |
| 2021-12-31 | $191,961 | 1,050 | Shares | Other | 2022-01-05 | |
| 2021-09-30 | $208,300 | 1,250 | Shares | Other | 2021-10-04 | |
| 2021-06-30 | $201,912 | 1,250 | Shares | Other | 2021-07-07 | |
| 2021-03-31 | $191,375 | 1,250 | Shares | Other | 2021-04-15 | |
| 2020-12-31 | $191,500 | 1,250 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $165,000 | 1,250 | Shares | Other | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||