LYELL WEALTH MANAGEMENT, LP
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1686444
MENLO PARK, CA
Position in BR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$373,216
-$8,691,726 QoQ
Shares Held
2,297
-94.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026LYELL WEALTH MANAGEMENT, LP holds $1,238,448 across 1 Information Technology Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
4,404 | $1,238,448 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,216 | 2,297 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,064,942 | 40,619 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,427,483 | 39,583 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,266,004 | 38,127 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,728,802 | 36,001 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,777,499 | 29,977 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,223,834 | 19,643 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||