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.
InstitutionMarks Group Wealth Management, Inc
Latest Disclosed Ownership32,159 shares
Latest Disclosed Value $ 5,225,194
Marks Group Wealth Management, Inc reports 3.07% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 5, 2026 - Marks Group Wealth Management, Inc filed a 13F-HR form disclosing ownership of 32,159 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $5,225,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,179 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -3.07% during the quarter. The current value of the position is $6,335,323 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)
2026-05-05 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32,159 -1,020 -3.07 5,225 -29.43 0.3728
2026-02-11 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 33,179 -3,625 -9.85 7,405 -15.53 0.7090
2025-11-10 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,804 -1,702 -4.42 8,766 -6.34 0.8145
2025-07-22 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 38,506 -970 -2.46 9,358 -2.23 0.8704
2025-05-01 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 39,476 -187 -0.47 9,571 6.74 0.9210
2025-01-29 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 39,663 -1,449 -3.52 8,967 1.44 0.8832
2024-10-30 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 41,112 617 1.52 8,840 10.82 0.8439
2024-08-14 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 40,495 -1,095 -2.63 7,978 -6.37 0.8403
2024-04-29 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 41,590 -1,094 -2.56 8,520 -2.98 0.8906
2024-02-01 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 42,684 -1,143 -2.61 8,782 11.92 1.0009
2023-10-30 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 43,827 -734 -1.65 7,847 6.33 0.9714
2023-07-19 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 44,561 473 1.07 7,381 14.22 0.8777
2023-05-03 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 44,088 538 1.24 6,462 10.61 0.8257
2023-02-06 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 43,550 411 0.95 5,841 -6.18 0.7975
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 43,139 432 1.01 6,226 2.27 0.9474
2022-08-09 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 42,707 3,531 9.01 6,088 -0.20 0.8779
2022-05-10 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 39,176 3,479 9.75 6,100 -6.41 0.6346
2022-03-03 2021-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,697 -49 -0.14 6,518 10.01 0.7943
2022-02-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,697 -49 4,153 0.7682
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,746 -355 -0.98 5,925 1.58 0.8014
2021-08-10 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,101 531 1.49 5,833 7.15 0.8008
2021-05-17 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,570 -289 -0.81 5,444 -0.91 0.8068
2021-02-08 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 35,859 -152 -0.42 5,494 15.57 0.8560
2020-11-10 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,011 -2,276 -5.94 4,754 -1.55 0.8589
2020-08-10 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 38,287 -16,306 -29.87 4,829 -6.90 0.9815
2020-04-23 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 54,593 15,752 40.56 5,187 8.11 1.3398
2020-02-12 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 38,841 38,841 4,798 0.9438
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.