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 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	$6.97K	Sell	52 -100	-66%	-$14.2K	﹤0.01%	313
2022 Q3	$22K	Buy	+152	New	+$24.7K	﹤0.01%	282

Other funds holding BR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley Wealth Managers's BR Position: Q1 2026 in Review

Valley Wealth Managers held its Broadridge (BR) position steady in Q1 2026 at 52 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Valley Wealth Managers first reported a position in BR in Q3 2022 and has held it in 15 quarters since. The position peaked at $22K in Q3 2022. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

Valley Wealth Managers held 52 shares of Broadridge worth $8.45K as of Q1 2026.
Valley Wealth Managers left its Broadridge share count unchanged in Q1 2026.
Broadridge made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #281 holding.
Valley Wealth Managers first reported a position in Broadridge in Q3 2022 and has held it in 15 quarters since.
Valley Wealth Managers's Broadridge position peaked at $22K in Q3 2022.
1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.