NORTHSTAR ASSET MANAGEMENT INC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 869304
Boston, MA
Position in BR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,359,365
-$1,532,129 QoQ
Shares Held
9,926
-44.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#383
of 1,003 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026NORTHSTAR ASSET MANAGEMENT INC holds $1,562,679 across 2 Information Technology Services names. BR ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
This page
|
9,926 | $1,359,365 | |
| 2 | IBM |
International Business Machines Corp
|
723 | $203,314 |
All Filings in BR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,359,365 | 9,926 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,891,494 | 17,796 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,165,542 | 32,108 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,342,856 | 35,029 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,631,802 | 27,288 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,621,530 | 19,061 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $2,750,384 | 12,165 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||