Valley Wealth Managers
BR icon

Valley Wealth Managers’s Broadridge BR Stock Holding History

Valley Wealth Managers’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.38K Hold
52
– – ﹤0.01% 294
2026
Q2 		$7.12K Hold
52
– – ﹤0.01% 299
2026
Q1 		$8.45K Hold
52
– – ﹤0.01% 281
2025
Q4 		$11.6K Hold
52
– – ﹤0.01% 276
2025
Q3 		$12.4K Hold
52
– – ﹤0.01% 252
2025
Q2 		$12.6K Hold
52
– – ﹤0.01% 236
2025
Q1 		$12.6K Hold
52
– – ﹤0.01% 264
2024
Q4 		$11.8K Hold
52
– – ﹤0.01% 280
2024
Q3 		$11.2K Hold
52
– – ﹤0.01% 284
2024
Q2 		$10.2K Hold
52
– – ﹤0.01% 286
2024
Q1 		$10.7K Hold
52
– – ﹤0.01% 256
2023
Q4 		$10.7K Hold
52
– – ﹤0.01% 268
2023
Q3 		$9.31K Hold
52
– – ﹤0.01% 290
2023
Q2 		$8.61K Hold
52
– – ﹤0.01% 278
2023
Q1 		$7.62K Hold
52
– – ﹤0.01% 295
2022
Q4 		$6.98K Sell
52
-100
-66% -$14.2K ﹤0.01% 313
2022
Q3 		$22K Buy
+152
New +$24.7K ﹤0.01% 282

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Valley Wealth Managers's BR Position: Q3 2026 in Review

Valley Wealth Managers held its Broadridge (BR) position steady in Q3 2026 at 52 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Valley Wealth Managers first reported a position in BR in Q3 2022 and has held it in 17 quarters since. The position peaked at $22K in Q3 2022. 243 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Valley Wealth Managers held 52 shares of Broadridge worth $8.38K as of Q3 2026.
  • Valley Wealth Managers left its Broadridge share count unchanged in Q3 2026.
  • Broadridge made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #294 holding.
  • Valley Wealth Managers first reported a position in Broadridge in Q3 2022 and has held it in 17 quarters since.
  • Valley Wealth Managers's Broadridge position peaked at $22K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.