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.
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership84,029 shares
Latest Disclosed Value $ 13,658,439
Aptus Capital Advisors, LLC reports 32.75% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 84,029 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $13,658,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 124,953 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -32.75% during the quarter. The current value of the position is $16,553,713 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 84,029 -40,924 -32.75 13,658 -51.03 0.1034
2026-02-13 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 124,953 10,578 9.25 27,891 2.37 0.1998
2025-11-12 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 114,375 2,911 2.61 27,246 0.56 0.1982
2025-08-11 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 111,464 8,545 8.30 27,094 8.58 0.2208
2025-05-13 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 102,919 6,833 7.11 24,954 14.67 0.2568
2025-02-14 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 96,086 12,890 15.49 21,761 21.64 0.2279
2024-11-05 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 83,196 33,636 67.87 17,890 83.23 0.2669
2024-07-31 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,560 311 0.63 9,764 -3.23 0.1719
2024-05-15 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,249 4,460 9.96 10,089 9.48 0.1877
2024-02-13 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 44,789 -4,020 -8.24 9,215 5.45 0.2520
2023-11-08 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 48,809 3,237 7.10 8,739 15.78 0.2381
2023-08-11 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 45,572 3,074 7.23 7,548 20.59 0.1810
2023-05-09 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 42,498 9,489 28.75 6,259 41.38 0.1682
2023-02-13 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 33,009 2,433 7.96 4,427 -0.11 0.1359
2022-11-02 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 30,576 -26,830 -46.74 4,432 -45.95 0.1067
2022-07-29 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 57,406 6,772 13.37 8,200 3.86 0.2133
2022-05-04 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 50,634 1,190 2.41 7,895 -12.75 0.1965
2022-02-02 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 49,444 5,932 13.63 9,049 24.66 0.2717
2021-10-27 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 43,512 5,776 15.31 7,259 18.96 0.1872
2021-07-27 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 37,736 5,985 18.85 6,102 25.32 0.1783
2021-05-06 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 31,751 1,911 6.40 4,869 6.38 0.1746
2021-02-10 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 29,840 7,159 31.56 4,577 52.62 0.2096
2020-10-19 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 22,681 -28,426 -55.62 2,999 -53.49 0.1592
2020-07-22 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 51,107 21,758 74.14 6,448 131.78 0.4047
2020-05-07 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 29,349 22,471 326.71 2,782 227.68 0.2405
2020-02-10 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,878 2,554 59.07 849 58.10 0.0602
2019-11-14 2019-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,324 575 15.34 537 12.34 0.0300
2019-11-12 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,324 575 537 0.0299
2019-08-13 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,749 1,437 62.15 478 100.00 0.0673
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,312 2,312 239 0.0408
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.