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.
InstitutionCwm, Llc
Latest Disclosed Ownership32,512 shares
Latest Disclosed Value $ 5,282,623
Cwm, Llc reports 312.75% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 32,512 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $5,282,623 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,877 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 312.75% during the quarter. The current value of the position is $6,404,864 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)
2026-05-14 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32,512 24,635 312.75 5,283 528,100.00 0.0139
2026-01-26 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,877 -530 -6.30 2 -50.00 0.0048
2025-10-15 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,407 580 7.41 2 100.00 0.0060
2025-07-25 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,827 147 1.91 2 0.00 0.0067
2025-05-01 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,680 216 2.89 2 0.00 0.0074
2025-02-04 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,464 192 2.64 2 0.00 0.0070
2024-10-08 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,272 231 3.28 2 0.00 0.0067
2024-07-10 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,041 522 8.01 1 0.00 0.0065
2024-04-05 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,519 871 15.42 1 0.00 0.0065
2024-02-01 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,648 431 8.26 1 0.0062
2023-10-11 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,217 316 6.45 1 0.0057
2023-08-03 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,901 1,421 40.83 1 0.0050
2023-05-01 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,480 224 6.88 1 0.0034
2023-02-01 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,256 63 1.97 0 -100.00 0.0032
2022-10-27 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,193 409 14.69 461 16.12 0.0037
2022-07-28 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,784 166 6.34 397 -2.70 0.0031
2022-04-21 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,618 557 27.03 408 8.22 0.0029
2022-01-31 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,061 435 26.75 377 43.35 0.0027
2021-09-15 2021-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2021-07-29 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 263 0.0021
2021-09-15 2021-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2021-04-27 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,648 22 252 0.0022
2021-09-15 2020-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2021-01-27 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,845 219 283 0.0027
2021-09-15 2020-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2020-10-19 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,296 670 303 0.0034
2021-09-15 2020-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2020-07-22 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,363 -263 172 0.0020
2021-09-15 2020-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2020-04-28 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,315 -311 125 0.0019
2021-09-14 2019-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2020-01-27 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,421 -205 176 0.0022
2021-09-14 2019-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2019-10-22 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,097 -529 136 0.0020
2021-09-14 2019-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 0 0.00 263 0.00 0.0021
2019-07-31 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,036 -590 132 0.0022
2021-09-02 2019-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 884 119.14 263 270.42 0.0021
2019-04-22 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,015 273 105 0.0021
2019-01-25 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 742 49 7.07 71 -21.98 0.0018
2018-10-29 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 693 -20 -2.81 91 10.98 0.0023
2018-07-31 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 713 20 2.89 82 7.89 0.0027
2018-04-26 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 693 0 0.00 76 20.63 0.0030
2018-01-16 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 693 41 6.29 63 18.87 0.0028
2017-10-16 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 652 0 0.00 53 8.16 0.0025
2017-07-17 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 652 0 0.00 49 11.36 0.0025
2017-04-17 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 652 0 0.00 44 2.33 0.0025
2017-01-19 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 652 413 172.80 43 377.78 0.0026
2014-02-14 2013-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 239 239 9 0.0014
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.