Leeward Financial Partners, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1735201
Bellevue, WA
Position in BR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$273,900
-$51,060 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#678
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Leeward Financial Partners, LLC holds $499,711 across 2 Information Technology Services names. BR ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
2,000 | $273,900 | |
| 2 | IBM |
International Business Machines Corp
|
803 | $225,811 |
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,900 | 2,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $324,960 | 2,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $446,340 | 2,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $476,340 | 2,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $486,060 | 2,000 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||