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.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership67,258 shares
Latest Disclosed Value $ 10,928,104
Integrated Wealth Concepts LLC reports 93.47% increase in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 67,258 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $10,928,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,764 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 93.47% during the quarter. The current value of the position is $13,249,826 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)
2026-05-15 2026-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 67,258 32,494 93.47 10,928 40.86 0.0872
2026-02-13 2025-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 34,764 -12,297 -26.13 7,758 -30.78 0.0922
2025-11-14 2025-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 47,061 3,272 7.47 11,209 5.33 0.1002
2025-08-14 2025-06-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 43,789 13,416 44.17 10,642 44.50 0.1068
2025-05-15 2025-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 30,373 832 2.82 7,364 10.26 0.0859
2025-02-14 2024-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 29,541 4,591 18.40 6,679 24.49 0.0776
2024-11-14 2024-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 24,950 2,381 10.55 5,365 20.67 0.0654
2024-08-14 2024-06-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 22,569 5,629 33.23 4,446 28.13 0.0607
2024-05-15 2024-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 16,940 1,385 8.90 3,471 8.44 0.0503
2024-02-13 2023-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 15,555 10,191 189.99 3,201 233.33 0.0524
2023-11-15 2023-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 5,364 -881 -14.11 960 -7.16 0.0169
2023-08-15 2023-06-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 6,245 4,402 238.85 1,034 0.0177
2023-05-03 2023-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 1,843 1,843 0 0.0056
2023-02-13 2022-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 0 -1,518 -100.00 0 -100.00
2022-11-14 2022-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 1,518 1,518 219 0.0070
2022-05-12 2022-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 0 -4,120 -100.00 0 -100.00
2022-02-15 2021-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 4,120 47 1.15 753 10.90 0.0224
2021-11-15 2021-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 4,073 249 6.51 679 9.87 0.0221
2021-08-13 2021-06-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 3,824 3 0.08 618 5.64 0.0219
2021-05-13 2021-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 3,821 459 13.65 585 13.59 0.0240
2021-02-12 2020-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 3,362 750 28.71 515 49.28 0.0244
2020-11-13 2020-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 2,612 469 21.89 345 27.78 0.0213
2020-07-30 2020-06-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 2,143 2,143 270 0.0194
2020-05-18 2020-03-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 0 -1,917 -100.00 0 -100.00
2020-02-20 2019-12-31 13F BROADRIDGE FINANCIAL Common Stock 11133T103 1,917 96 5.27 237 4.41 0.0200
2019-11-15 2019-09-30 13F BROADRIDGE FINANCIAL Common Stock 11133T103 1,821 1,821 227 0.0255
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.