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.
InstitutionWendell David Associates Inc
Latest Disclosed Ownership86,873 shares
Latest Disclosed Value $ 14,115
Wendell David Associates Inc reports 13.40% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 23, 2026 - Wendell David Associates Inc filed a 13F-HR form disclosing ownership of 86,873 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $14,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 100,313 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -13.40% during the quarter. The current value of the position is $17,113,981 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)
2026-04-23 2026-03-31 13F Broadridge Financial Solutions COMM 11133T103 86,873 -13,440 -13.40 14 -36.36 1.5361
2026-01-30 2025-12-31 13F Broadridge Financial Solutions COMM 11133T103 100,313 -821 -0.81 22 -8.33 2.2744
2025-10-30 2025-09-30 13F Broadridge Financial Solutions COMM 11133T103 101,134 205 0.20 24 0.00 2.3778
2025-07-29 2025-06-30 13F Broadridge Financial Solutions COMM 11133T103 100,929 -1,485 -1.45 25 0.00 2.4670
2025-04-18 2025-03-31 13F Broadridge Financial Solutions COMM 11133T103 102,414 -2,578 -2.46 25 4.35 2.4776
2025-01-17 2024-12-31 13F Broadridge Financial Solutions COMM 11133T103 104,992 -1,165 -1.10 24 4.55 2.3471
2024-10-21 2024-09-30 13F Broadridge Financial Solutions COMM 11133T103 106,157 59 0.06 23 10.00 2.1832
2024-07-22 2024-06-30 13F Broadridge Financial Solutions COMM 11133T103 106,098 499 0.47 21 -4.76 2.1297
2024-04-22 2024-03-31 13F Broadridge Financial Solutions COMM 11133T103 105,599 271 0.26 22 0.00 2.1859
2024-01-22 2023-12-31 13F Broadridge Financial Solutions COMM 11133T103 105,328 1,450 1.40 22 16.67 2.3344
2023-10-20 2023-09-30 13F Broadridge Financial Solutions COMM 11133T103 103,878 -2,102 -1.98 19 5.88 2.1883
2023-07-20 2023-06-30 13F Broadridge Financial Solutions COMM 11133T103 105,980 536 0.51 18 13.33 1.9827
2023-04-19 2023-03-31 13F Broadridge Financial Solutions COMM 11133T103 105,444 697 0.67 15 7.14 1.8325
2023-01-17 2022-12-31 13F Broadridge Financial Solutions COMM 11133T103 104,747 202 0.19 14 -99.91 1.7268
2022-10-18 2022-09-30 13F Broadridge Financial Solutions COMM 11133T103 104,545 2,015 1.97 15,088 3.23 2.0300
2022-07-14 2022-06-30 13F Broadridge Financial Solutions COMM 11133T103 102,530 1,476 1.46 14,616 -7.11 1.8585
2022-04-22 2022-03-31 13F Broadridge Financial Solutions COMM 11133T103 101,054 1,484 1.49 15,735 -13.56 1.7520
2022-01-24 2021-12-31 13F Broadridge Financial Solutions COMM 11133T103 99,570 -779 -0.78 18,203 8.86 1.8415
2021-10-19 2021-09-30 13F Broadridge Financial Solutions COMM 11133T103 100,349 6,605 7.05 16,722 10.43 1.8643
2021-07-19 2021-06-30 13F Broadridge Financial Solutions COMM 11133T103 93,744 1,675 1.82 15,142 7.42 1.6949
2021-04-20 2021-03-31 13F Broadridge Financial Solutions COMM 11133T103 92,069 1,569 1.73 14,096 1.67 1.6964
2021-01-22 2020-12-31 13F Broadridge Financial Solutions COMM 11133T103 90,500 565 0.63 13,865 16.80 1.6953
2020-10-20 2020-09-30 13F Broadridge Financial Solutions COMM 11133T103 89,935 687 0.77 11,871 5.41 1.5823
2020-07-17 2020-06-30 13F Broadridge Financial Solutions COMM 11133T103 89,248 3,600 4.20 11,262 38.66 1.6323
2020-04-16 2020-03-31 13F Broadridge Financial Solutions COMM 11133T103 85,648 -107 -0.12 8,122 -23.33 1.3739
2020-01-17 2019-12-31 13F Broadridge Financial Solutions COMM 11133T103 85,755 7,141 9.08 10,594 8.30 1.4591
2019-10-22 2019-09-30 13F Broadridge Financial Solutions COMM 11133T103 78,614 2,180 2.85 9,782 0.24 1.4324
2019-07-16 2019-06-30 13F Broadridge Financial Solutions COMM 11133T103 76,434 940 1.25 9,759 24.67 1.4642
2019-04-11 2019-03-31 13F Broadridge Financial Solutions COMM 11133T103 75,494 10,585 16.31 7,828 25.31 1.2186
2019-01-17 2018-12-31 13F Broadridge Financial Solutions COMM 11133T103 64,909 700 1.09 6,247 -26.26 1.1245
2018-10-12 2018-09-30 13F Broadridge Financial Solutions COMM 11133T103 64,209 -1,800 -2.73 8,472 11.50 1.3194
2018-07-16 2018-06-30 13F Broadridge Financial Solutions COMM 11133T103 66,009 -125 -0.19 7,598 4.74 1.2968
2018-04-11 2018-03-31 13F Broadridge Financial Solutions COMM 11133T103 66,134 -5,060 -7.11 7,254 12.48 1.3065
2018-01-16 2017-12-31 13F Broadridge Financial Solutions COMM 11133T103 71,194 -122 -0.17 6,449 11.88 1.1048
2017-10-17 2017-09-30 13F Broadridge Financial Solutions COMM 11133T103 71,316 6,043 9.26 5,764 16.87 1.0185
2017-07-18 2017-06-30 13F Broadridge Financial Solutions COMM 11133T103 65,273 -260 -0.40 4,932 10.76 0.9293
2017-04-20 2017-03-31 13F Broadridge Financial Solutions COMM 11133T103 65,533 360 0.55 4,453 3.05 0.8514
2017-01-23 2016-12-31 13F Broadridge Financial Solutions COMM 11133T103 65,173 2,425 3.86 4,321 1.57 0.8530
2016-10-18 2016-09-30 13F/A-1 Broadridge Financial Solutions COMM 11133T103 62,748 2,550 4.24 4,254 8.71 0.8391
2016-10-18 2016-09-30 13F Broadridge Financial Solutions COMM 11133T103 60,198 3,913
2016-07-18 2016-06-30 13F Broadridge Financial Solutions COMM 11133T103 60,198 4,650 8.37 3,913 19.41 0.7681
2016-04-19 2016-03-31 13F Broadridge Financial Solutions COMM 11133T103 55,548 9,432 20.45 3,277 31.61 0.6363
2016-01-19 2015-12-31 13F/A-1 Broadridge Financial Solutions COMM 11133T103 46,116 11,900 34.78 2,490 32.31 0.4912
2016-01-19 2015-12-31 13F Broadridge Financial Solutions COMM 11133T103 46,116 2,490
2015-10-16 2015-09-30 13F Broadridge Financial Solutions COMM 11133T103 34,216 17,836 108.89 1,882 129.79 0.3863
2015-07-20 2015-06-30 13F Broadridge Financial Solutions COMM 11133T103 16,380 0 0.00 819 -9.10 0.1589
2015-04-20 2015-03-31 13F Broadridge Financial Solutions COMM 11133T103 16,380 0 0.00 901 19.65 0.1732
2015-01-22 2014-12-31 13F Broadridge Financial Solutions COMM 11133T103 16,380 0 0.00 753 9.45 0.1469
2014-10-21 2014-09-30 13F Broadridge Financial Solutions COMM 11133T103 16,380 0 0.00 688 0.00 0.1434
2014-07-30 2014-06-30 13F/A-1 Broadridge Financial Solutions COMM 11133T103 16,380 -25 -0.15 688 13.34 0.1448
2014-07-24 2014-06-30 13F Broadridge Financial Solutions COMM 11133T103 16,405 607
2014-04-17 2014-03-31 13F Broadridge Financial Solutions COMM 11133T103 16,405 -150 -0.91 607 -8.31 0.1320
2014-01-21 2013-12-31 13F Broadridge Financial Solutions COMM 11133T103 16,555 0 0.00 662 24.91 0.1452
2013-10-22 2013-09-30 13F/A-1 Broadridge Financial Solutions COMM 11133T103 16,555 0 0.00 530 18.57 0.1271
2013-10-21 2013-09-30 13F Broadridge Financial Solutions COMM 11133T103 530 530
2013-07-19 2013-06-30 13F Broadridge Financial Soluti COMM 11133T103 16,555 16,555 447 0.1116
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.