Superior Planning, LLC’s Valley National Bancorp VLY Stock Holding History

Superior Planning, LLC’s Portfolio VLY Stock Details VLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.95K	Buy	+630	New	+$8.93K	﹤0.01%	1021

Other funds holding VLY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Superior Planning, LLC's VLY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Valley National Bancorp (VLY) in Q3 2026: 630 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

321 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Superior Planning, LLC held 630 shares of Valley National Bancorp worth $7.95K as of Q3 2026.
Valley National Bancorp was a new Superior Planning, LLC position in Q3 2026.
Valley National Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1021 holding.
321 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.