Broadridge Financial Solutions, Inc.
IT ˙ BIT ˙ US11133T1034
DIESES SYMBOL IST NICHT MEHR AKTIV
197,00 € ↑4,00 (2,07%)
2025-11-20
AKTIENPREIS
SecurityIT:1BR / Broadridge Financial Solutions, Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership120 shares
Latest Disclosed Value $ 19,498
Crewe Advisors LLC ownership in 1BR / Broadridge Financial Solutions, Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 120 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $19,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 120 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 $23,640 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)
2026-05-07 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 120 0 0.00 19 -26.92 0.0017
2026-01-16 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 120 -14 -10.45 27 -16.13 0.0024
2025-11-13 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 134 134 32 0.0030
2024-11-12 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -254 -100.00 0 -100.00
2024-07-29 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 254 186 273.53 50 284.62 0.0056
2024-05-14 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 68 68 14 0.0016
2023-11-09 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -32 -100.00 0 -100.00
2023-07-28 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32 0 0.00 5 25.00 0.0007
2023-05-12 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32 -29 -47.54 5 -50.00 0.0007
2023-02-08 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 61 -579 -90.47 8 -91.30 0.0013
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 640 -146 -18.58 92 -17.86 0.0166
2022-08-02 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 786 699 803.45 112 700.00 0.0247
2022-04-27 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 87 0 0.00 14 -12.50 0.0027
2022-02-10 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 87 0 0.00 16 14.29 0.0033
2021-10-29 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 87 0 0.00 14 0.00 0.0033
2021-08-11 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 87 0 0.00 14 7.69 0.0035
2021-04-21 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 87 10 12.99 13 8.33 0.0032
2021-01-27 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 77 35 83.33 12 100.00 0.0048
2020-10-13 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 42 0 0.00 6 20.00 0.0028
2020-07-24 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 42 42 5 0.0024
2020-02-05 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -748 -100.00 0 -100.00
2019-11-05 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 748 -2,607 -77.70 93 -78.27 0.0428
2019-08-09 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,355 2,678 395.57 428 511.43 0.1391
2019-05-10 2019-03-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 677 677 70 0.0220
2018-11-13 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -75 -100.00 0 -100.00
2018-08-07 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 75 75 9 0.0084
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.