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.
InstitutionRoundview Capital LLC
Latest Disclosed Ownership11,739 shares
Latest Disclosed Value $ 1,907,353
Roundview Capital LLC reports 12.09% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 8, 2026 - Roundview Capital LLC filed a 13F-HR form disclosing ownership of 11,739 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,907,353 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 13,354 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -12.09% during the quarter. The current value of the position is $2,312,583 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)
2026-05-08 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,739 -1,615 -12.09 1,907 -36.01 0.1188
2026-02-09 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,354 1,685 14.44 2,980 7.23 0.1833
2025-11-12 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,669 2 0.02 2,779 -1.98 0.1757
2025-07-23 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,667 119 1.03 2,835 1.29 0.1895
2025-05-06 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,548 410 3.68 2,800 11.16 0.2020
2025-02-12 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,138 401 3.73 2,518 9.10 0.1758
2024-11-14 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,737 220 2.09 2,309 11.44 0.1673
2024-08-09 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,517 35 0.33 2,072 -3.54 0.1632
2024-05-06 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,482 367 3.63 2,147 3.17 0.1755
2024-02-12 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,115 -465 -4.40 2,081 9.87 0.1919
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,580 174 1.67 1,894 9.92 0.1905
2023-08-09 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,406 -50 -0.48 1,724 12.47 0.1683
2023-05-09 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,456 151 1.47 1,533 10.85 0.1603
2023-02-13 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,305 558 5.72 1,382 -1.78 0.1577
2022-11-10 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,747 383 4.09 1,407 5.39 0.1776
2022-08-11 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,364 506 5.71 1,335 -3.19 0.1598
2022-05-17 2022-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,858 517 6.20 1,379 -9.57 0.1417
2022-05-11 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,858 517 1,379 0.1368
2022-02-10 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,341 706 9.25 1,525 19.89 0.1521
2021-11-10 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,635 803 11.75 1,272 15.22 0.1402
2021-08-10 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,832 1,566 29.74 1,104 36.97 0.1232
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,266 38 0.73 806 0.62 0.1014
2021-02-08 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,228 89 1.73 801 18.14 0.1096
2020-11-05 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,139 130 2.60 678 7.28 0.1064
2020-08-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,009 984 24.45 632 65.45 0.1073
2020-05-11 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,025 4,025 382 0.0808
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.