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.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership1,725 shares
Latest Disclosed Value $ 384,943
Global Retirement Partners, LLC reports 32.08% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 1,725 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $384,943 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,306 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 32.08% during the quarter. The current value of the position is $339,825 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)
2026-02-06 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,725 419 32.08 385 23.87 0.0068
2025-10-21 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,306 -602 -31.55 311 -33.05 0.0070
2025-08-12 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,908 -640 -25.12 464 -19.62 0.0115
2025-01-31 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,548 331 14.93 576 21.01 0.0165
2024-10-16 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,217 -513 -18.79 477 -11.36 0.0144
2024-07-23 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,730 1,030 60.59 538 54.31 0.0168
2024-04-23 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,700 -171 -9.14 348 -7.94 0.0130
2024-01-18 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,871 105 5.95 378 19.62 0.0158
2023-10-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,766 -188 -9.62 317 -2.17 0.0160
2023-07-20 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,954 994 103.54 324 118.24 0.0158
2023-05-08 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 960 59 6.55 149 23.33 0.0079
2023-02-13 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 901 78 9.48 121 -3.23 0.0083
2022-11-03 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 823 411 99.76 124 110.17 0.0094
2022-07-15 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 412 61 17.38 59 20.41 0.0047
2022-07-14 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 351 351 49 0.0039
2022-01-21 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -50 -100.00 0 -100.00
2021-10-22 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 50 -6 -10.71 8 -11.11 0.0008
2021-07-15 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 56 -9 -13.85 9 -10.00 0.0009
2021-04-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 65 -90 -58.06 10 -58.33 0.0012
2021-01-13 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 155 -30 -16.22 24 0.00 0.0030
2020-10-09 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 185 0 0.00 24 4.35 0.0035
2020-07-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 185 0 0.00 23 27.78 0.0037
2020-04-28 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 185 0 0.00 18 -21.74 0.0034
2020-01-23 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 185 55 42.31 23 43.75 0.0035
2019-11-19 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 130 -10 -7.14 16 -11.11 0.0026
2019-11-19 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 140 -2 -1.41 18 20.00 0.0034
2019-05-07 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 142 52 57.78 15 66.67 0.0036
2019-02-22 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 90 -15 -14.29 9 -35.71 0.0023
2018-10-17 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 105 0 0.00 14 16.67 0.0032
2018-08-13 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 105 -75 -41.67 12 -40.00 0.0030
2018-08-10 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 180 0 0.00 20 25.00 0.0055
2018-08-13 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 180 0 0.00 16 6.67 0.0044
2018-08-10 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 180 180 15 0.0062
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.