Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership770 shares
Latest Disclosed Value $ 125,110
Toth Financial Advisory Corp ownership in BR / Broadridge Financial Solutions, Inc.

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 770 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $125,110 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 770 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $117,494 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 770 0 0.00 125 -26.90 0.0137
2026-01-20 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 172 -6.56 0.0187
2025-10-09 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 183 -2.14 0.0198
2025-07-14 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 187 0.54 0.0218
2025-04-14 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 187 6.90 0.0225
2025-01-21 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 174 5.45 0.0205
2024-10-21 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 166 9.27 0.0196
2024-07-16 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 152 -3.82 0.0193
2024-04-16 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 158 -0.63 0.0197
2024-01-26 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 158 15.33 0.0215
2023-10-12 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 -50 -6.10 138 1.48 0.0210
2023-07-24 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 820 50 6.49 136 20.54 0.0196
2023-04-24 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 113 8.74 0.0176
2023-01-24 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 103 -7.21 0.0168
2022-10-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 111 0.91 0.0201
2022-07-25 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 110 -8.33 0.0192
2022-04-26 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 120 -14.89 0.0179
2022-01-31 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 141 10.16 0.0192
2021-10-20 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 128 3.23 0.0194
2021-07-26 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 124 5.08 0.0189
2021-04-20 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 118 0.00 0.0188
2021-01-25 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 118 15.69 0.0202
2020-10-16 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 102 5.15 0.0196
2020-07-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 97 32.88 0.0210
2020-04-20 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 73 -23.16 0.0211
2020-01-27 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 95 -1.04 0.0193
2019-10-15 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 96 -2.04 0.0210
2019-07-17 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 98 22.50 0.0219
2019-04-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 770 0 0.00 80 8.11 0.0187
2019-01-22 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 74 -27.45 0.0202
2018-10-15 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 102 14.61 0.0226
2018-07-23 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 89 5.95 0.0209
2018-04-25 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 770 0 0.00 84 20.00 0.0204
2018-02-06 2017-12-31 13F BROADRIDGE FINL SOLUTION COM 11133T103 770 770 70 0.0166
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.