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.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership12,137 shares
Latest Disclosed Value $ 1,972
Appleton Partners Inc/ma reports 0.54% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 12,137 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 12,072 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 0.54% during the quarter. The current value of the position is $2,390,989 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)
2026-04-28 2026-03-31 13F BROADRIDGE FINL SOLUTIONS CS 11133T103 12,137 65 0.54 2 -50.00 0.1376
2026-01-09 2025-12-31 13F BROADRIDGE FINL SOLUTIONS CS 11133T103 12,072 89 0.74 3 0.00 0.1775
2025-11-05 2025-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 11,983 -662 -5.24 3 -33.33 0.1915
2025-07-22 2025-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 12,645 -693 -5.20 3 0.00 0.2175
2025-04-22 2025-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 13,338 503 3.92 3 50.00 0.2499
2025-01-28 2024-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 12,835 -366 -2.77 3 0.00 0.2145
2024-10-01 2024-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 13,201 -464 -3.40 3 0.00 0.2089
2024-07-02 2024-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 13,665 335 2.51 3 0.00 0.2074
2024-04-01 2024-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 13,330 -468 -3.39 3 0.00 0.2120
2024-01-02 2023-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 13,798 -665 -4.60 3 0.00 0.2289
2023-10-03 2023-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 14,463 -1,294 -8.21 3 0.00 0.2302
2023-07-10 2023-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 15,757 -9,418 -37.41 3 -33.33 0.2204
2023-04-10 2023-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 25,175 -4,774 -15.94 4 -25.00 0.3282
2023-01-19 2022-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 29,949 888 3.06 4 -99.90 0.3805
2022-10-27 2022-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 29,061 1,109 3.97 4,194 5.24 0.4195
2022-07-08 2022-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 27,952 -830 -2.88 3,985 -11.09 0.3768
2022-04-05 2022-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 28,782 -165 -0.57 4,482 -15.31 0.3664
2022-02-03 2021-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 28,947 5,785 24.98 5,292 37.10 0.3984
2021-10-14 2021-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 23,162 3,486 17.72 3,860 21.46 0.3214
2021-07-07 2021-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS CS 11133T103 19,676 1,007 5.39 3,178 11.20 0.2706
2021-04-19 2021-03-31 13F BROADRIDGE FINL SOLUTIONS CS 11133T103 18,669 3,960 26.92 2,858 26.85 0.2657
2021-01-19 2020-12-31 13F BROADRIDGE FINL SOLUTIONS CS 11133T103 14,709 7,072 92.60 2,253 123.51 0.2218
2020-10-14 2020-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 7,637 1,743 29.57 1,008 35.48 0.1113
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 5,894 2,520 74.69 744 132.50 0.0891
2020-05-04 2020-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,374 0 0.00 320 -23.26 0.0443
2020-01-13 2019-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,374 400 13.45 417 12.70 0.0458
2019-11-04 2019-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,974 95 3.30 370 0.54 0.0447
2019-07-25 2019-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,879 346 13.66 368 39.92 0.0455
2019-04-17 2019-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,533 -50 -1.94 263 5.62 0.0349
2019-01-17 2018-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,583 0 0.00 249 -26.98 0.0373
2018-10-09 2018-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,583 -35 -1.34 341 13.29 0.0454
2018-08-08 2018-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,618 -275 -9.51 301 -5.05 0.0431
2018-04-11 2018-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,893 -110 -3.66 317 16.54 0.0481
2018-01-12 2017-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,003 -449 -13.01 272 -2.51 0.0422
2017-10-12 2017-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,452 0 0.00 279 6.90 0.0470
2017-07-11 2017-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,452 0 0.00 261 11.06 0.0439
2017-05-01 2017-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 3,452 -953 -21.63 235 -19.52 0.0432
2017-02-13 2016-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 4,405 -150 -3.29 292 -5.50 0.0590
2016-11-03 2016-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 4,555 0 0.00 309 4.04 0.0582
2016-08-03 2016-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 4,555 -622 -12.01 297 -3.26 0.0607
2016-04-21 2016-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 5,177 -1,592 -23.52 307 -15.66 0.0607
2016-01-22 2015-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 6,769 -560 -7.64 364 -10.34 0.0718
2015-10-15 2015-09-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 7,329 3,234 78.97 406 98.05 0.0923
2015-07-15 2015-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 4,095 4,095 205 0.0459
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.