Question 1

Does Greenleaf Trust own BR stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Greenleaf Trust holds 7,807 shares of BR (Broadridge Financial Solutions), worth $1.3M.

Question 2

How many shares of BR does Greenleaf Trust own?

Accepted Answer

As of its Q3 2026 13F, Greenleaf Trust holds 7,807 shares of BR (Broadridge Financial Solutions).

Question 3

What is Greenleaf Trust's BR position worth?

Accepted Answer

As of its Q3 2026 13F, Greenleaf Trust's BR position is worth $1.3M.

Question 4

Is Greenleaf Trust buying or selling BR?

Accepted Answer

In Q3 2026, Greenleaf Trust reduced its BR position by 315 shares (-3.9%).

Question 5

When did Greenleaf Trust first buy BR?

Accepted Answer

Greenleaf Trust already held BR in its Q1 2019 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	7,807	-3.9%	$1.3M	0.0%	$161.10	0
2026-Q2	Increased	8,122	+4.9%	$1.1M	0.0%	$136.11	26
2026-Q1	Decreased	7,741	-21.8%	$1.3M	0.0%	$160.40	0
2025-Q4	Increased	9,901	+1.1%	$2.2M	0.0%	$219.11	26
2025-Q3	Decreased	9,796	-0.4%	$2.3M	0.0%	$232.85	0
2025-Q2	Decreased	9,832	-1.7%	$2.4M	0.0%	$236.67	0
2025-Q1	Decreased	10,003	-0.6%	$2.4M	0.0%	$235.26	0
2024-Q4	Increased	10,060	+0.3%	$2.3M	0.0%	$218.52	26
2024-Q3	Decreased	10,032	-0.1%	$2.2M	0.0%	$207.05	0