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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
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 		$6.97K 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Valley Wealth Managers's BR Position: Q2 2026 in Review

Valley Wealth Managers held its Broadridge (BR) position steady in Q2 2026 at 52 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Valley Wealth Managers first reported a position in BR in Q3 2022 and has held it in 16 quarters since. The position peaked at $22K in Q3 2022. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Valley Wealth Managers held 52 shares of Broadridge worth $7.12K as of Q2 2026.
  • Valley Wealth Managers left its Broadridge share count unchanged in Q2 2026.
  • Broadridge made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #299 holding.
  • Valley Wealth Managers first reported a position in Broadridge in Q3 2022 and has held it in 16 quarters since.
  • Valley Wealth Managers's Broadridge position peaked at $22K in Q3 2022.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.