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.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership19,143 shares
Latest Disclosed Value $ 3,110,393
Stratos Wealth Partners, LTD. reports 2.68% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 19,143 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $3,110,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 19,670 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -2.68% during the quarter. The current value of the position is $3,771,171 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)
2026-04-28 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,143 -527 -2.68 3,110 -29.14 0.0354
2026-01-20 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,670 72 0.37 4,390 -5.96 0.0496
2025-11-06 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,598 191 0.98 4,668 -1.04 0.0550
2025-07-29 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,407 528 2.80 4,717 3.04 0.0637
2025-04-30 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,879 571 3.12 4,578 10.58 0.0697
2025-01-27 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,308 413 2.31 4,139 7.56 0.0584
2024-10-17 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,895 990 5.86 3,848 15.56 0.0556
2024-07-24 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,905 -145 -0.85 3,330 -4.64 0.0533
2024-04-16 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,050 742 4.55 3,493 4.08 0.0579
2024-01-24 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,308 -26 -0.16 3,356 14.74 0.0626
2023-10-24 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,334 933 6.06 2,925 14.67 0.0630
2023-07-18 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,401 1,116 7.81 2,551 21.83 0.0578
2023-04-27 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,285 1,216 9.30 2,094 19.46 0.0558
2023-01-19 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,069 -16 -0.12 1,753 -7.25 0.0444
2022-10-24 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,085 -1,314 -9.13 1,889 -7.99 0.0527
2022-07-22 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,399 393 2.81 2,053 -5.87 0.0517
2022-04-26 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,006 459 3.39 2,181 -11.95 0.0487
2022-01-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,547 673 5.23 2,477 15.48 0.0548
2021-10-19 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,874 829 6.88 2,145 10.23 0.0546
2021-07-19 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,045 982 8.88 1,946 14.88 0.0485
2021-04-27 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,063 749 7.26 1,694 7.22 0.0469
2021-01-29 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,314 400 4.03 1,580 20.70 0.0469
2020-10-29 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,914 234 2.42 1,309 7.12 0.0430
2020-07-28 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,680 1,972 25.58 1,222 67.17 0.0435
2020-05-04 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,708 -2,491 -24.42 731 -41.98 0.0335
2020-01-29 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,199 -1,863 -15.45 1,260 -16.06 0.0495
2019-11-12 2019-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,062 2,346 24.15 1,501 21.05 0.0649
2019-11-12 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 206 -9,510 2 68.2832
2019-08-06 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,716 834 9.39 1,240 34.64 0.0537
2019-05-07 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,882 535 6.41 921 14.69 0.0414
2019-02-08 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,347 -4,521 -35.13 803 -52.71 0.0414
2018-11-02 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,868 5,351 71.19 1,698 96.30 0.0759
2018-08-13 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,517 320 4.45 865 9.63 0.0386
2018-05-10 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,197 238 3.42 789 25.24 0.0332
2018-02-09 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,959 230 3.42 630 15.81 0.0283
2017-11-07 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,729 -412 -5.77 544 0.74 0.0257
2017-07-31 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,141 1,176 19.72 540 33.33 0.0279
2017-05-11 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,965 2,373 66.06 405 70.17 0.0229
2017-02-02 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,592 517 16.81 238 14.42 0.0148
2016-11-01 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,075 -62 -1.98 208 1.46 0.0140
2016-08-12 2016-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,137 3,137 0.00 205 0.0152
2016-05-09 2016-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 0 0 0.0000
2016-02-16 2015-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -4,843 -100.00 0 -100.00
2015-10-30 2015-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,843 4,843 0.00 268 0.0337
2015-08-12 2015-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -4,478 -100.00 0 -100.00
2015-05-13 2015-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,478 625 16.22 243 37.29 0.0289
2015-02-09 2014-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,853 3,853 178 0.0285
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.