Position in IT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$129
+$128 QoQ
Shares Held
1
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 647 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $2,243,487 across 13 Information Technology Services names. IT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
8,678 | $1,188,452 | |
| 2 | IBM |
International Business Machines Corp
|
3,613 | $1,016,011 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
136 | $18,732 | |
| 4 | ACN |
Accenture plc
|
72 | $8,959 | |
| 5 | CNXC |
Concentrix Corp
|
202 | $4,525 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
257 | $2,906 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
52 | $2,021 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
20 | $774 |
All Filings in IT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129 | 1 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1 | 10 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $14,818 | 33 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $9,533 | 20 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,668 | 17 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2 | 5 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||