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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Boston Private Wealth LLC, 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)
19,103
Value
$2.62M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BR by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,103$2.62M0.2%−1,544−7.5%ReducedHolders
Q1 202620,647$3.35M0.2%−6,683−24.5%ReducedHolders
Q4 202527,330$6.10M0.4%−4,515−14.2%ReducedHolders
Q3 202531,845$7.58M0.4%−4,515−12.4%ReducedHolders
Q2 202536,360$8.84M0.5%−18,002−33.1%ReducedHolders
Q1 202554,362$13.2M0.5%−23,015−29.7%ReducedHolders
Q4 202477,377$17.5M0.3%+77,377NewHolders
Q3 20240$00.0%−86,978−100.0%Sold outHolders
Q2 202486,978$17.1M0.4%−3,132−3.5%ReducedHolders
Q1 202490,110$18.5M0.4%−4,321−4.6%ReducedHolders
Q4 202394,431$19.4M0.5%−31,051−24.7%ReducedHolders
Q3 2023125,482$22.5M0.5%−9,954−7.3%ReducedHolders
Q2 2023135,436$22.4M0.4%−58,154−30.0%ReducedHolders
Q1 2023193,590$28.4M0.4%−13,202−6.4%ReducedHolders
Q4 2022206,792$27.7M0.4%+8,868+4.5%AddedHolders
Q3 2022197,924$28.6M0.4%−5,918−2.9%ReducedHolders
Q2 2022203,842$29.1M0.4%−1,952−0.9%ReducedHolders
Q1 2022205,794$32.0M0.4%+12,000+6.2%AddedHolders
Q4 2021193,794$35.4M0.6%−1,341−0.7%ReducedHolders
Q3 2021195,135$32.5M0.4%−1,551−0.8%ReducedHolders
Q2 2021196,686$31.8M0.4%−1,735−0.9%ReducedHolders
Q1 2021198,421$30.4M0.4%––Holders

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