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.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership1,554 shares
Latest Disclosed Value $ 254,010
Prestige Wealth Management Group LLC ownership in 1BR / Broadridge Financial Solutions, Inc.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 1,554 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $254,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,554 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $306,138 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)
2026-05-13 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,554 0 0.00 254 -27.01 0.0499
2026-02-11 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,554 -130 -7.72 348 -13.43 0.0665
2026-02-20 2025-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,684 0 0.00 403 -1.95 0.0777
2025-11-10 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,684 0 403 0.0777
2026-02-20 2025-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,684 100 6.31 411 6.49 0.0837
2025-08-14 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,684 100 411 0.0837
2026-02-20 2025-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 0.00 385 7.24 0.0824
2025-05-12 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 385 0.0824
2026-02-20 2024-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 0.00 360 4.97 0.0747
2025-02-12 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 360 0.0747
2026-02-20 2024-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 0.00 342 9.27 0.0707
2024-11-15 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 0 342 0.0707
2026-02-20 2024-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 -16 -1.00 313 -4.86 0.0677
2024-08-06 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,584 -16 313 0.0677
2024-04-26 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,600 -22 -1.36 329 -1.79 0.0709
2024-04-26 2023-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,622 -4 -0.25 335 14.73 0.0760
2024-02-08 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,622 -4 335 0.0627
2024-04-26 2023-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 -129 -7.35 292 0.34 0.0721
2023-11-14 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,626 -129 292 0.0721
2024-04-26 2023-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,755 -739 -29.63 292 -20.71 0.0692
2023-08-11 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,755 -739 292 0.0692
2024-04-26 2023-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,494 14 0.56 367 9.88 0.0923
2023-05-16 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,494 14 367 0.0904
2023-02-08 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,480 -13 -0.52 334 -7.48 0.0872
2022-11-01 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,493 24 0.97 361 2.27 0.1015
2022-08-10 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,469 0 0.00 353 -8.07 0.0957
2022-05-05 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,469 -10 -0.40 384 -15.23 0.0945
2022-02-15 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,479 9 0.36 453 10.22 0.1082
2021-11-12 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,470 300 13.82 411 17.43 0.1052
2021-08-12 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,170 0 0.00 350 5.42 0.0929
2021-05-13 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,170 0 0.00 332 0.00 0.0908
2021-02-17 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,170 -43 -1.94 332 13.70 0.0910
2020-10-26 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,213 121 5.78 292 10.61 0.0882
2020-08-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,092 43 2.10 264 36.08 0.0931
2020-05-15 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,049 66 3.33 194 -20.82 0.0818
2020-01-28 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,983 18 0.92 245 0.00 0.1341
2019-11-14 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,965 0 0.00 245 -2.39 0.1434
2019-08-16 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,965 -313 -13.74 251 6.36 0.1518
2019-08-16 2019-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 2,278 -17 -0.74 236 6.79 0.1450
2019-04-16 2018-12-31 13F Broadridge Finl Solution COM 11133T103 2,295 2,295 221 0.1627
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.