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.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership6,417 shares
Latest Disclosed Value $ 1,042,614
Jacobi Capital Management LLC reports 69.09% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 6,417 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,042,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,795 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 69.09% during the quarter. The current value of the position is $1,264,149 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 6,417 2,622 69.09 1,043 23.17 0.0582
2026-02-13 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,795 952 33.49 847 24.96 0.0491
2025-11-07 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,843 37 1.32 677 -0.59 0.0412
2025-08-12 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,806 30 1.08 682 1.19 0.0453
2025-05-27 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,776 123 4.64 673 12.35 0.0497
2025-02-05 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,653 2 0.08 600 5.27 0.0448
2024-11-14 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,651 -405 -13.25 570 -5.48 0.0431
2024-08-09 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,056 31 1.02 602 -2.75 0.0523
2024-05-10 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,025 753 33.14 620 32.55 0.0573
2024-02-14 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,272 2 0.09 468 15.02 0.0480
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,270 29 1.29 406 9.43 0.0459
2023-08-08 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,241 107 5.01 371 18.91 0.0415
2023-05-05 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,134 2,134 313 0.0371
2022-02-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -386 -100.00 0 -100.00
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 386 -101 -20.74 64 -18.99 0.0081
2021-08-12 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 487 81 19.95 79 27.42 0.0104
2021-05-11 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 406 56 16.00 62 14.81 0.0092
2021-02-08 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 350 22 6.71 54 25.58 0.0085
2020-10-30 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 328 -49 -13.00 43 -10.42 0.0075
2020-08-04 2020-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 377 2 0.53 48 33.33 0.0090
2020-07-27 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 377 2 48 8,973.9419
2020-04-24 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 375 210 127.27 36 80.00 0.0077
2020-02-03 2019-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 165 165 20 0.0036
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.