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.
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership111 shares
Latest Disclosed Value $ 18,035
Mascoma Wealth Management LLC ownership in 1BR / Broadridge Financial Solutions, Inc.

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 111 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $18,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 111 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 $21,867 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)
2026-04-30 2026-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 18 -25.00 0.0037
2026-02-04 2025-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 25 -7.69 0.0053
2025-10-28 2025-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 26 0.00 0.0058
2025-07-22 2025-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 27 0.00 0.0063
2025-04-24 2025-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 -255 -69.67 27 -68.29 0.0067
2025-02-10 2024-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 366 0 0.00 83 5.13 0.0208
2024-11-05 2024-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 366 0 0.00 79 8.33 0.0196
2024-08-02 2024-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 366 255 229.73 72 227.27 0.0191
2024-05-02 2024-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 23 0.00 0.0065
2024-01-24 2023-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 23 15.79 0.0069
2023-10-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 20 0.00 0.0062
2023-08-09 2023-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 20 18.75 0.0060
2023-05-01 2023-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 16 14.29 0.0047
2023-01-24 2022-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 15 -12.50 0.0047
2023-01-20 2022-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0 0.0055
2022-10-18 2022-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 16 0.00 0.0055
2022-07-14 2022-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 16 -5.88 0.0055
2022-04-25 2022-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 17 -15.00 0.0054
2022-01-21 2021-12-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 0 0.00 20 11.11 0.0069
2021-10-06 2021-09-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 111 18 0.0070
2021-07-06 2021-06-30 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 0 -111 -100.00 0 -100.00
2021-04-26 2021-03-31 13F BROADRIDGE FINL SOLUTIONS INC COM Stock 11133T103 111 111 17 0.0073
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.