Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership51,657 shares
Latest Disclosed Value $ 8,393,280
Creative Planning reports 61.46% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 51,657 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $8,393,229 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 31,993 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 61.46% during the quarter. The current value of the position is $7,960,344 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)
2026-05-12 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 51,657 19,664 61.46 8,393 17.57 0.0056
2026-02-17 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 31,993 3,773 13.37 7,140 6.22 0.0051
2025-11-14 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 28,220 2,413 9.35 6,721 7.18 0.0051
2025-08-08 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 25,807 551 2.18 6,272 2.42 0.0054
2025-05-15 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 25,256 1,550 6.54 6,124 14.26 0.0058
2025-02-14 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 23,706 667 2.90 5,360 8.18 0.0052
2024-10-11 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 23,039 300 1.32 4,954 10.61 0.0049
2024-08-15 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 22,739 -57 -0.25 4,480 -4.07 0.0048
2024-05-13 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 22,796 1,024 4.70 4,670 4.24 0.0052
2024-02-14 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 21,772 2,326 11.96 4,480 28.67 0.0083
2023-11-16 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,446 -197 -1.00 3,482 7.01 0.0046
2023-07-21 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,643 1,247 6.78 3,253 20.66 0.0043
2023-05-15 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,396 591 3.32 2,696 12.90 0.0039
2023-02-10 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,805 1,038 6.19 2,388 -1.32 0.0036
2022-11-03 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,767 1,108 7.08 2,420 8.42 0.0042
2022-08-15 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,659 276 1.79 2,232 -6.84 0.0037
2022-05-16 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,383 -815 -5.03 2,396 -19.08 0.0037
2022-02-11 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,198 243 1.52 2,961 11.36 0.0048
2021-11-10 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,955 388 2.49 2,659 5.73 0.0047
2021-08-04 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,567 -2,161 -12.19 2,515 -7.33 0.0045
2021-04-30 2021-03-31 13F CreativePlanning COM 11133T103 17,728 1,445 8.87 2,714 8.78 0.0055
2021-01-29 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 16,283 1,096 7.22 2,495 24.44 0.0055
2020-11-05 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,187 2,952 24.13 2,005 29.86 0.0052
2020-07-23 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,235 -217 -1.74 1,544 30.74 0.0045
2020-05-05 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,452 203 1.66 1,181 -21.94 0.0042
2020-01-30 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,249 -356 -2.82 1,513 -3.51 0.0045
2019-11-01 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,605 398 3.26 1,568 0.58 0.0051
2019-07-26 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,207 1,395 12.90 1,559 39.07 0.0052
2019-04-24 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,812 885 8.92 1,121 17.26 0.0040
2019-02-12 2018-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,927 541 5.76 956 -22.78 0.0039
2019-02-01 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,927 541 956
2018-10-25 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,386 -145 -1.52 1,238 12.85 0.0046
2018-07-20 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,531 647 7.28 1,097 12.51 0.0043
2018-04-18 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,884 -1,055 -10.61 975 8.33 0.0040
2018-01-17 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,939 2,365 31.23 900 47.06 0.0039
2017-10-17 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,574 769 11.30 612 19.07 0.0028
2017-07-12 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,805 437 6.86 514 18.71 0.0026
2017-04-07 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,368 144 2.31 433 4.84 0.0024
2017-01-09 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,224 70 1.14 413 -0.96 0.0025
2016-10-12 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,154 2,082 51.13 417 57.36 0.0027
2016-07-12 2016-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,072 185 4.76 265 14.72 0.0019
2016-04-08 2016-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,887 7 0.18 231 11.06 0.0018
2016-01-11 2015-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,880 -33 -0.84 208 -4.15 0.0017
2015-10-09 2015-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,913 3,913 0.00 217 0.0019
2015-07-09 2015-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -7,046 -100.00 0 -100.00
2015-04-13 2015-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,046 7,046 0.00 388 0.0036
2015-01-29 2014-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -3,419 -100.00 0 -100.00
2014-10-10 2014-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,419 630 22.59 142 22.41 0.0016
2014-08-20 2014-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,789 931 50.11 116 68.12 0.0015
2014-04-11 2014-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,858 -902 -32.68 69 -36.70 0.0010
2014-01-06 2013-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,760 1,670 153.21 109 211.43 0.0019
2013-10-10 2013-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,090 73 7.18 35 29.63 0.0007
2013-07-09 2013-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,017 1,017 27 0.0006
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.