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.
InstitutionKfg Wealth Management, Llc
Latest Disclosed Ownership1,897 shares
Latest Disclosed Value $ 308,193
Kfg Wealth Management, Llc reports 8.46% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 20, 2026 - Kfg Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,897 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $308,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,749 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 8.46% during the quarter. The current value of the position is $373,709 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)
2026-04-20 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,897 148 8.46 308 -21.03 0.0398
2026-01-21 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,749 71 4.23 390 -2.26 0.0522
2025-10-07 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,678 31 1.88 400 -0.25 0.0577
2025-07-14 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,647 146 9.73 400 10.19 0.0643
2025-04-11 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,501 99 7.06 364 14.51 0.0662
2025-01-21 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,402 210 17.62 317 23.83 0.0593
2024-10-15 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,192 1,192 256 0.0557
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.