Position in INFY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,393
-$147,514 QoQ
Shares Held
14,051
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#319
of 432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in INFY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,013,455 across 8 Information Technology Services names. INFY ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
28,885 | $8,122,746 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
13,948 | $1,910,176 | |
| 3 | ACN |
Accenture plc
|
3,242 | $403,431 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
5,877 | $228,495 | |
| 5 | INFY |
Infosys Ltd
This page
|
14,051 | $147,393 | |
| 6 | WIT |
Wipro Ltd
|
38,678 | $87,024 | |
| 7 | GDYN |
Grid Dynamics Holdings, Inc.
|
11,620 | $66,001 | |
| 8 | VRRM |
VERRA MOBILITY Corp
|
11,339 | $48,189 |
All Filings in INFY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,393 | 14,051 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $294,907 | 21,829 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $291,872 | 16,379 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $252,428 | 15,515 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $332,871 | 17,964 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $379,289 | 20,783 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||