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.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership8,039 shares
Latest Disclosed Value $ 1,306,177
Wealthfront Advisers Llc reports 44.04% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 8,039 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,306,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,366 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -44.04% during the quarter. The current value of the position is $1,583,683 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)
2026-05-05 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,039 -6,327 -44.04 1,306 -59.26 0.0029
2026-01-30 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,366 -5,178 -26.49 3,206 -31.11 0.0072
2025-11-06 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 19,544 9,031 85.90 4,655 82.22 0.0109
2025-07-31 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,513 660 6.70 2,555 6.95 0.0066
2025-05-02 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,853 -5 -0.05 2,389 7.18 0.0064
2025-04-01 2024-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,858 61 0.62 2,229 5.79 0.0065
2024-11-12 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,797 -209 -2.09 2,107 6.85 0.0065
2024-08-14 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,006 -412 -3.95 1,971 -7.64 0.0066
2024-04-19 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,418 -407 -3.76 2,134 -4.18 0.0075
2024-02-09 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,825 3,394 45.67 2,227 67.44 0.0086
2023-11-01 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,431 1,450 24.24 1,331 34.34 0.0057
2023-08-07 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,981 1,092 22.34 991 38.27 0.0042
2023-04-28 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,889 404 9.01 717 19.13 0.0033
2023-02-10 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,485 -2,465 -35.47 602 -40.08 0.0029
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,950 1,881 37.11 1,003 38.73 0.0053
2022-07-20 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,069 962 23.42 723 13.15 0.0036
2022-05-16 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,107 -13,220 -76.30 639 -79.82 0.0028
2022-01-21 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 17,327 4,467 34.74 3,167 47.78 0.0134
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,860 5,717 80.04 2,143 85.70 0.0099
2021-08-16 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,143 4,262 147.93 1,154 161.68 0.0055
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,881 28 0.98 441 0.92 0.0024
2021-02-16 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,853 224 8.52 437 25.94 0.0026
2020-11-16 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,629 -36 -1.35 347 3.27 0.0025
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,665 2,665 336 0.0026
2020-05-15 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 0 -2,625 -100.00 0 -100.00
2020-01-21 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,625 -245 -8.54 324 -9.24 0.0024
2019-10-15 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,870 18 0.63 357 -1.92 0.0030
2019-08-13 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,852 218 8.28 364 33.33 0.0032
2019-05-13 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,634 -4,852 -64.81 273 -62.14 0.0025
2019-02-14 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,486 7,486 721 0.0077
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.