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.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership10,119 shares
Latest Disclosed Value $ 1,653,824
Naples Global Advisors, Llc reports 22.12% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 10,119 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,653,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,286 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 22.12% during the quarter. The current value of the position is $1,993,443 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)
2026-04-20 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,119 1,833 22.12 1,654 -10.99 0.1207
2026-02-04 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,286 105 1.28 1,857 -5.06 0.1388
2025-10-30 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,181 -70 -0.85 1,956 -2.78 0.1524
2025-07-18 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,251 -89 -1.07 2,012 -0.84 0.1732
2025-04-10 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,340 -345 -3.97 2,029 2.94 0.1928
2025-01-29 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,685 0 0.00 1,971 5.12 0.1844
2024-10-24 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,685 70 0.81 1,875 10.04 0.1743
2024-07-18 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,615 1,555 22.03 1,704 17.44 0.1710
2024-04-29 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,060 100 1.44 1,452 0.97 0.1486
2024-01-11 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,960 -324 -4.45 1,438 9.69 0.1581
2023-10-16 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,284 1,400 23.79 1,310 33.95 0.1588
2023-07-17 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,884 449 8.26 979 22.25 0.1148
2023-04-17 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,435 435 8.70 801 18.69 0.0998
2023-04-17 2022-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,000 445 9.77 674 1.97 0.0857
2023-01-20 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,000 445 674 0.0001
2022-10-20 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,555 0 0.00 661 1.54 0.0910
2022-08-11 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,555 695 18.01 651 8.32 0.0845
2022-04-28 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,860 1,060 37.86 601 17.38 0.0694
2022-02-04 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,800 40 1.45 512 11.30 0.0593
2021-10-29 2021-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,760 0 0.00 460 3.14 0.0604
2021-10-25 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,760 0 460 0.0601
2021-08-06 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,760 355 14.76 446 21.20 0.0620
2021-05-10 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,405 0 0.00 368 0.00 0.0559
2021-02-08 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,405 0 0.00 368 16.09 0.0622
2020-10-26 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,405 0 0.00 317 4.62 0.0618
2020-08-04 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,405 100 4.34 303 38.36 0.0653
2020-04-27 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,305 440 23.59 219 -4.78 0.0574
2020-02-05 2019-12-31 13F Broadridge Finl Solution COM 11133T103 1,865 1,865 230 0.0483
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.