SVB WEALTH LLC

Position in BR — Broadridge Financial Solutions, Inc.

CIK 1626116 BOSTON, MA

Position in BR

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$3,354,723

-$2,744,511 QoQ

Shares Held

20,647

-24.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Technology · as of Jun 30, 2026

SVB WEALTH LLC holds $9,841,618 across 2 Information Technology Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp	26,454	$7,439,126
2	LDOS	Leidos Holdings, Inc.	23,332	$2,402,492

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,354,723	20,647	-24.5%	Shares	Sole	2026-04-17
2025-12-31	$6,099,234	27,330	-14.2%	Shares	Sole	2026-02-04
2025-09-30	$7,584,522	31,845	-12.4%	Shares	Sole	2025-11-06
2025-06-30	$8,836,569	36,360	-33.1%	Shares	Sole	2025-08-14
2025-03-31	$13,180,609	54,362	-29.7%	Shares	Sole	2025-05-14
2024-12-31	$17,494,164	77,377	-11.0%	Shares	Sole	2025-02-05
2024-06-30	$17,134,666	86,978	-3.5%	Shares	Sole	2024-08-06
2024-03-31	$18,459,933	90,110	-4.6%	Shares	Sole	2024-05-15
2023-12-31	$19,429,177	94,431	-24.7%	Shares	Sole	2024-01-30
2023-09-30	$22,467,551	125,482	-7.3%	Shares	Sole	2023-10-23
2023-06-30	$22,432,264	135,436	-30.0%	Shares	Sole	2023-07-24
2023-03-31	$28,374,485	193,590	-6.4%	Shares	Sole	2023-05-12
2022-12-31	$27,737,010	206,792	+4.5%	Shares	Sole	2023-02-10
2022-09-30	$28,564,391	197,924	-2.9%	Shares	Sole	2022-11-09
2022-06-30	$29,057,676	203,842	-0.9%	Shares	Sole	2022-08-16
2022-03-31	$32,044,183	205,794	+6.2%	Shares	Sole	2022-05-13
2021-12-31	$35,429,418	193,794	-0.7%	Shares	Sole	2022-02-15
2021-09-30	$32,517,296	195,135	-0.8%	Shares	Sole	2021-11-09
2021-06-30	$31,770,689	196,686	-0.9%	Shares	Sole	2021-08-13
2021-03-31	$30,378,254	198,421	+2.7%	Shares	Sole	2021-05-11
2020-12-31	$29,585,677	193,118	-0.3%	Shares	Sole	2021-02-10
2020-09-30	$25,574,076	193,743	-1.9%	Shares	Sole	2020-11-10
2020-06-30	$24,921,894	197,495	+2.8%	Shares	Sole	2020-08-05
2020-03-31	$18,216,179	192,093	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.