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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
8,122
Value
$1.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BR by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,122$1.11M<0.1%+381+4.9%AddedHolders
Q1 20267,741$1.26M<0.1%−2,160−21.8%ReducedHolders
Q4 20259,901$2.21M<0.1%+105+1.1%AddedHolders
Q3 20259,796$2.33M<0.1%−36−0.4%ReducedHolders
Q2 20259,832$2.39M<0.1%−171−1.7%ReducedHolders
Q1 202510,003$2.43M<0.1%−57−0.6%ReducedHolders
Q4 202410,060$2.27M<0.1%+28+0.3%AddedHolders
Q3 202410,032$2.16M<0.1%−9−0.1%ReducedHolders
Q2 202410,041$1.98M<0.1%−38−0.4%ReducedHolders
Q1 202410,079$2.06M<0.1%−15,816−61.1%ReducedHolders
Q4 202325,895$5.33M0.1%+75+0.3%AddedHolders
Q3 202325,820$4.62M0.1%−2,168−7.7%ReducedHolders
Q2 202327,988$4.64M<0.1%+206+0.7%AddedHolders
Q1 202327,782$4.07M<0.1%−27−0.1%ReducedHolders
Q4 202227,809$3.73M<0.1%−892−3.1%ReducedHolders
Q3 202228,701$4.14M0.1%−631−2.2%ReducedHolders
Q2 202229,332$4.18M0.1%−2,838−8.8%ReducedHolders
Q1 202232,170$5.01M0.1%−701−2.1%ReducedHolders
Q4 202132,871$6.01M0.1%+613+1.9%AddedHolders
Q3 202132,258$5.38M0.1%−634−1.9%ReducedHolders
Q2 202132,892$5.31M0.1%−600−1.8%ReducedHolders
Q1 202133,492$5.13M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.