VALLEY WEALTH MANAGERS, INC.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 924166
PARAMUS, NJ
Position in BR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,448
-$3,156 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026VALLEY WEALTH MANAGERS, INC. holds $42,481,195 across 4 Information Technology Services names. BR ranks #4 (0.0% of the industry book) .
All Filings in BR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||