Broadridge Financial Solutions, Inc.
IT ˙ BIT ˙ US11133T1034
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
197,00 € ↑4,00 (2,07%)
2025-11-20
DEL PRIS
SecurityIT:1BR / Broadridge Financial Solutions, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership116,125 shares
Latest Disclosed Value $ 18,870,575
Advisor Group Holdings, Inc. reports 3.91% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 116,125 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $18,870,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 111,758 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 3.91% during the quarter. The current value of the position is $22,876,625 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 116,125 4,367 3.91 18,871 -24.35 0.0161
2026-02-17 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 111,758 2,741 2.51 24,945 -4.42 0.0364
2025-11-14 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 109,017 92,667 566.77 26,099 556.22 0.0365
2025-09-04 2025-06-30 13F/A-1 ROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,350 -2,105 -11.41 3,978 -11.19 0.0071
2025-08-13 2025-06-30 13F ROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,620 -4,835 3,153 0.0036
2025-05-12 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,455 -1,913 -9.39 4,479 19.80 0.0100
2025-06-06 2024-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 20,368 1,941 10.53 3,739 -5.73 0.0084
2025-02-07 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,393 -34 3,210 0.0082
2024-11-13 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,427 -13,042 -41.44 3,965 -36.06 0.0089
2024-08-13 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 31,469 3,347 11.90 6,202 7.60 0.0147
2024-05-10 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 28,122 -19,420 -40.85 5,763 -41.15 0.0129
2024-02-12 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 47,542 -23,698 -33.27 9,792 -23.09 0.0171
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 71,240 18,481 35.03 12,731 45.55 0.0188
2023-08-21 2023-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 52,759 -229 -0.43 8,748 12.52 0.0157
2023-08-10 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 52,759 -229 8,748 0.0024
2023-05-12 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 52,988 3,318 6.68 7,775 16.57 0.0146
2023-02-10 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,670 4,156 9.13 6,669 1.40 0.0135
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 45,514 -11,834 -20.64 6,577 -19.64 0.0150
2022-08-10 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 57,348 2,681 4.90 8,184 -4.19 0.0180
2022-05-04 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 54,667 -5,355 -8.92 8,542 -22.20 0.0166
2022-02-03 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 60,022 6,059 11.23 10,980 22.03 0.0208
2021-11-05 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 53,963 -42 -0.08 8,998 3.07 0.0187
2021-08-02 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 54,005 -219 -0.40 8,730 5.05 0.0189
2021-05-13 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 54,224 -1,175 -2.12 8,310 -2.15 0.0200
2021-02-10 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 55,399 -7,015 -11.24 8,493 3.12 0.0227
2020-11-12 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 62,414 -5,807 -8.51 8,236 -4.37 0.0246
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 68,221 -4,306 -5.94 8,612 25.17 0.0289
2020-05-18 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 72,527 72,527 6,880 0.0282
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.