VALLEY WEALTH MANAGERS, INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 924166
PARAMUS, NJ
Position in BR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,121
-$1,327 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#938
of 1,010 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $63,859,651 across 6 Information Technology Services names. BR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INGM |
Ingram Micro Holding Corp
|
880,204 | $24,143,994 | |
| 2 | CACI |
Caci International Inc /De/
|
42,949 | $19,896,553 | |
| 3 | ACN |
Accenture plc
|
87,353 | $10,870,206 | |
| 4 | IBM |
International Business Machines Corp
|
19,180 | $5,393,607 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
91,613 | $3,548,170 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
This page
|
52 | $7,121 |
All Filings in BR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,121 | 52 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,448 | 52 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,604 | 52 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,384 | 52 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,637 | 52 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,607 | 52 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,756 | 52 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,181 | 52 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,244 | 52 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,652 | 52 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,699 | 52 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,310 | 52 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,612 | 52 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,621 | 52 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,974 | 52 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,936 | 152 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||