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.
InstitutionSecurity National Bank
Latest Disclosed Ownership17,018 shares
Latest Disclosed Value $ 2,765,085
Security National Bank reports 0.47% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 17,018 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $2,765,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 17,098 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -0.47% during the quarter. The current value of the position is $3,352,546 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)
2026-04-16 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,018 -80 -0.47 2,765 -27.52 0.4027
2026-02-05 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,098 246 1.46 3,816 -4.93 0.5471
2025-10-20 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,852 -376 -2.18 4,014 -4.13 0.6148
2025-07-10 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,228 -2,075 -10.75 4,187 -10.56 0.7247
2025-04-23 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,303 -437 -2.21 4,680 4.86 0.8840
2025-02-10 2024-12-31 13F BROADRIDGE FIN SOL COM 11133T103 19,740 -473 -2.34 4,463 2.69 0.6367
2024-10-07 2024-09-30 13F BROADRIDGE FIN SOL COM 11133T103 20,213 -74 -0.36 4,346 8.76 0.5906
2024-07-22 2024-06-30 13F BROADRIDGE FIN SOL COM 11133T103 20,287 160 0.79 3,997 -3.08 0.5803
2024-04-15 2024-03-31 13F BROADRIDGE FIN SOL COM 11133T103 20,127 -46 -0.23 4,123 -0.65 0.6242
2024-02-13 2023-12-31 13F BROADRIDGE FIN SOL COM 11133T103 20,173 -576 -2.78 4,151 10.52 0.9374
2023-10-20 2023-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 20,749 15 0.07 3,756 9.35 1.0539
2023-07-18 2023-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 20,734 -219 -1.05 3,434 11.82 0.8746
2023-04-17 2023-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 20,953 -3,083 -12.83 3,071 -4.72 0.8193
2023-02-01 2022-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 24,036 817 3.52 3,224 -3.82 0.8692
2022-10-18 2022-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 23,219 -41 -0.18 3,351 1.06 0.9345
2022-07-25 2022-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 23,260 -393 -1.66 3,316 -9.96 0.9218
2022-04-25 2022-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 23,653 804 3.52 3,683 -11.83 0.8423
2022-01-28 2021-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 22,849 -670 -2.85 4,177 6.58 0.9457
2021-10-14 2021-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 23,519 -296 -1.24 3,919 1.87 0.9830
2021-07-07 2021-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 23,815 -372 -1.54 3,847 3.89 1.0127
2021-04-05 2021-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 24,187 -840 -3.36 3,703 -3.42 1.0889
2021-02-01 2020-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 25,027 -1,021 -3.92 3,834 11.52 1.2180
2020-10-19 2020-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 26,048 475 1.86 3,438 6.54 1.1980
2020-08-11 2020-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 25,573 1,053 4.29 3,227 38.80 1.3327
2020-04-21 2020-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 24,520 2,247 10.09 2,325 -15.52 1.2206
2020-02-04 2019-12-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 22,273 813 3.79 2,752 3.07 1.2265
2019-10-15 2019-09-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 21,460 756 3.65 2,670 1.02 1.2596
2019-07-22 2019-06-30 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 20,704 1,148 5.87 2,643 30.33 1.3062
2019-05-14 2019-03-31 13F BROADRIDGE FINANCIAL SOLUTIONS Common Stock 11133T103 19,556 19,556 2,028 1.0521
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.