Laird Norton Wetherby Trust Company, LLC
BankPosition in BR — Broadridge Financial Solutions, Inc.
CIK 723204
Seattle, WA
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$784,175
-$51,459 QoQ
Shares Held
5,726
+11.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#481
of 1,003 holders
Holding Since
Dec 2025
3 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, 2026Laird Norton Wetherby Trust Company, LLC holds $29,653,137 across 15 Information Technology Services names. BR ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
62,891 | $17,685,577 | |
| 2 | ACN |
Accenture plc
|
20,040 | $2,493,777 | |
| 3 | INFY |
Infosys Ltd
|
226,390 | $2,374,830 | |
| 4 | WIT |
Wipro Ltd
|
983,384 | $2,212,613 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
5,726 | $784,175 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
6,446 | $663,743 | |
| 7 | CDW |
CDW Corp
|
4,588 | $645,255 | |
| 8 | GDS |
GDS Holdings Ltd
|
19,532 | $586,545 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,175 | 5,726 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $835,634 | 5,143 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,834,680 | 8,221 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||