Broadridge Financial Solutions, Inc.
IT ˙ BIT ˙ US11133T1034
TEN SYMBOL NIE JEST JUŻ AKTYWNY
197,00 € ↑4,00 (2,07%)
2025-11-20
CENA AKCJI
SecurityIT:1BR / Broadridge Financial Solutions, Inc.
InstitutionLantz Financial LLC
Latest Disclosed Ownership8,807 shares
Latest Disclosed Value $ 1,430,961
Lantz Financial LLC reports 4.22% decrease in ownership of 1BR / Broadridge Financial Solutions, Inc.

On April 9, 2026 - Lantz Financial LLC filed a 13F-HR form disclosing ownership of 8,807 shares of Broadridge Financial Solutions, Inc. (IT:1BR) valued at $1,430,961 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 9,195 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of -4.22% during the quarter. The current value of the position is $1,734,979 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,807 -388 -4.22 1,431 -30.31 0.2958
2026-01-14 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,195 -298 -3.14 2,052 -9.20 0.4330
2025-11-06 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,493 -27 -0.28 2,261 -2.29 0.5003
2025-07-11 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,520 -138 -1.43 2,314 -1.20 0.5766
2025-04-08 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,658 -460 -4.55 2,342 2.36 0.6409
2025-01-21 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,118 4 0.04 2,288 5.20 0.6097
2024-10-15 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,114 -42 -0.41 2,175 8.70 0.5887
2024-08-07 2024-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,156 -9 -0.09 2,001 -3.94 0.6216
2024-07-10 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,156 -9 2,001 0.6216
2024-04-10 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,165 -768 -7.02 2,082 -7.43 0.6702
2024-01-12 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,933 73 0.67 2,249 15.69 0.8124
2023-10-20 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,860 -326 -2.91 1,944 4.97 0.7737
2023-07-12 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,186 -69 -0.61 1,853 12.31 0.7254
2023-04-10 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,255 0 0.00 1,650 9.28 0.6861
2023-01-23 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,255 91 0.82 1,510 -6.33 0.6866
2022-10-17 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,164 -93 -0.83 1,611 0.37 0.8382
2022-07-29 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,257 37 0.33 1,605 -21.75 0.7244
2022-01-19 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,220 111 1.00 2,051 10.80 0.9445
2021-10-14 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,109 53 0.48 1,851 3.64 0.9490
2021-07-16 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,056 -80 -0.72 1,786 4.75 0.9180
2021-04-19 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,136 25 0.23 1,705 0.18 0.9699
2021-01-19 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,111 -218 -1.92 1,702 13.85 1.0619
2020-10-09 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,329 -51 -0.45 1,495 4.11 1.0053
2020-07-22 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,380 -396 -3.36 1,436 28.56 1.0336
2020-04-10 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,776 -406 -3.33 1,117 -25.78 0.8753
2020-01-17 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,182 116 0.96 1,505 2.52 0.8911
2019-10-18 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,066 68 0.57 1,468 -6.68 0.9907
2019-07-15 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,998 195 1.65 1,573 28.51 1.0648
2019-04-22 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,803 11,803 1,224 0.8877
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.