Position in BR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$729,258
-$670,181 QoQ
Shares Held
5,325
-38.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#500
of 1,006 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Lee Financial Co holds $1,182,848 across 2 Information Technology Services names. BR ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,325 | $729,258 | |
| 2 | IBM |
International Business Machines Corp
|
1,613 | $453,590 |
All Filings in BR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,258 | 5,325 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,399,439 | 8,613 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,661,722 | 7,446 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,986,813 | 8,342 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $2,042,909 | 8,406 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $1,846,574 | 7,616 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,907,068 | 8,435 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $1,840,656 | 8,560 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,536,600 | 7,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,675,139 | 8,177 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,657,110 | 8,054 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,442,963 | 8,059 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,682,634 | 10,159 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,489,004 | 10,159 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,567,308 | 11,685 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,672,668 | 11,590 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,649,160 | 11,569 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,777,273 | 11,414 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,075,737 | 11,354 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,897,029 | 11,384 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,837,080 | 11,373 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $1,754,678 | 11,461 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,819,249 | 11,875 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,562,220 | 11,835 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $1,496,991 | 11,863 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,140,994 | 12,032 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||