Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionBenjamin Edwards Inc
Latest Disclosed Ownership169,150 shares
Latest Disclosed Value $ 27,490,290
Benjamin Edwards Inc reports 3.54% decrease in ownership of BR / Broadridge Financial Solutions, Inc.

On May 12, 2026 - Benjamin Edwards Inc filed a 13F-HR form disclosing ownership of 169,150 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $27,483,492 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 175,358 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -3.54% during the quarter. The current value of the position is $25,810,598 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)
2026-05-12 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 169,150 -6,208 -3.54 27,490 -29.77 0.1497
2026-02-02 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 175,358 -2,092 -1.18 39,145 -7.40 0.4331
2025-10-23 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 177,450 1,831 1.04 42,274 -0.96 0.4778
2025-08-14 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 175,619 1,421 0.82 42,681 1.05 0.5434
2025-05-12 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 174,198 24,662 16.49 42,236 24.90 0.5898
2025-02-14 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 149,536 2,532 1.72 33,816 6.95 0.4835
2024-11-14 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 147,004 140,886 2,302.81 31,618 3,161,600.00 0.4601
2024-08-12 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,118 -166 -2.64 1 0.00 0.2319
2024-04-29 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,284 243 4.02 1 0.00 0.2557
2024-02-06 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,041 -26 -0.43 1 0.00 0.2709
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,067 -203 -3.24 1 0.00 0.2571
2023-08-15 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,270 28 0.45 1 0.2410
2023-04-27 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,242 -272 -4.18 1 0.2233
2023-02-07 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,514 302 4.86 1 -100.00 0.2298
2022-10-28 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,212 -51 -0.81 897 0.45 0.2693
2022-08-12 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,263 130 2.12 893 -6.49 0.2624
2022-05-04 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 6,133 795 14.89 955 -2.15 0.2776
2022-02-07 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,338 90 1.71 976 11.67 0.3161
2021-11-02 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,248 145 2.84 874 6.07 0.5315
2021-08-11 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,103 -73 -1.41 824 4.04 0.5659
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,176 180 3.60 792 3.53 0.6020
2021-02-16 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,996 66 1.34 765 17.51 0.5933
2020-11-16 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,930 -19 -0.38 651 4.16 0.5377
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,949 -4,845 -49.47 625 -32.72 0.5213
2020-05-07 2020-03-31 13F BROADRIDGE FINL SOLUTIO COM 11133T103 9,794 4,236 76.21 929 35.23 0.9642
2020-02-06 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,558 487 9.60 687 8.87 1.4015
2019-11-05 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,071 623 14.01 631 11.09 1.3666
2019-08-08 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,448 2,938 194.57 568 261.78 1.3744
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,510 1,510 157 0.7508
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.