What smart money is saying about Broadridge Financial Solutions
3 funds in our archive have pitched Broadridge Financial Solutions — most recently Hamlin Capital Management Equity and High Yield Municipal Bond Strategies in September 2026.
Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.
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Position history
Between Q1 2025 and Q3 2026, 9 fund letters reported a position in Broadridge Financial Solutions — 2 opened or added to the position, 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 6 | 1 | 3 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q1 2025 | 2 | 0 | 0 | 0 |
Fund activity · 9 positions · 5 moves
- New positionHamlin Capital Management Equity and High Yield Municipal Bond StrategiesSeptember 2026
“We initiated a position in Broadridge Financial Solutions this quarter.”
Broadridge Financial Solutions - June 2026
“Broadridge Financial Solutions, Inc. (BR), the leading processor of proxy voting and fixed-income trading in the U.S., was a bottom contributor in the SMID Cap strategy during the second quarter despite 7% recurring revenue growth, 11% Adjusted EPS growth, and increases to full-year guidance for both recurring revenue and Adjusted EPS.”
Broadridge Financial Solutions - June 2026
“Along with technology, the industrials and consumer staples sectors detracted from this quarter’s returns. The portfolio’s industrials holdings dropped -4% in the quarter, falling well short of the benchmark’s +16% industrials return. Companies in the professional services industry group (Leidos, Broadridge, Tetra Tech) were caught in the downdraft of AI uncertainty and drug portfolio returns lower.”
Broadridge Financial Solutions - TrimmedAve Maria FundsJune 2026
“Broadridge Financial Solutions, Inc. -37.88%”
Broadridge Financial Solutions - New positionYackman AM AMG Yacktman FundJune 2026
“We added two smaller positions to the portfolio in the second quarter: Broadridge Financial Solutions, Inc. and Intuit Inc.”
Broadridge Financial Solutions - June 2026
“These changes included the full sale of Intuit (INTU) and a meaningful reduction in Broadridge (BR) and Equifax (EFX).”
Broadridge Financial Solutions - June 2026
“During the quarter, we initiated positions in two quality companies, TJX Companies (TJX) and Amphenol Corporation (APH). We believe these investments serve to broaden portfolio diversification and increase exposure to businesses with exposure to resilient end markets, attractive reinvestment opportunities, and long runways for compounding growth across various market environments, with each offering a compelling entry point from a quality, growth, and valuation perspective. To fund these new positions, we exited two positions where rapid technological change has increased uncertainty regarding the long- term competitive environment. These changes included the full sale of Broadridge (BR) and Equifax (EFX).”
Broadridge Financial Solutions - March 2025
“Broadridge Financial Solutions, a leading provider of proxy communications and financial technology, contributed.”
Broadridge Financial Solutions - March 2025
“Broadridge Financial Solutions, Inc. (BR), the leading processor of proxy voting and fixed income trading in the U.S., was a top contributor in the first quarter.”
Broadridge Financial Solutions
Also mentioned · 2
These funds discuss Broadridge Financial Solutions — as a competitor, benchmark or comparable — without disclosing a position in it.
- August 2026
“Best & Worst Performers - 1 Month Top 5 - Relative Contribution Veeva Systems Inc.… 0.2)% ServiceNow, Inc. 0.2$% SAP SE 0.$9% Fujikura Ltd 0.$+% Broadridge Financial… 0.$0% Bottom 5 - Relative Contribution Alphabet Inc. Class A”
Broadridge Financial Solutions - MentionedRewey Asset ManagementDecember 2025
Named in a table in Rewey Asset Management’s letter.
Broadridge Financial Solutions
Fund coverage · 3 theses
- Hamlin Capital Management Equity and High Yield Municipal Bond StrategiesSeptember 2026
Broadridge Financial Solutions is owned for its dominant shareholder communications franchise, moat, strong cash flow, dividend growth, and attractive valuation.
Read the full thesis - SouthernSun AM SMID Cap CompositeJune 2026
Broadridge Financial Solutions has durable proxy and trading franchises, strong growth, and an attractive valuation despite AI and tokenization fears.
Read the full thesis - The Davenport FundsMarch 2026
Broadridge Financial Solutions is a mission-critical financial software and communications company with durable position growth and insider buying.
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