Action Point Financial Planning’s Valley National Bancorp VLY Stock Holding History

Action Point Financial Planning’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 Q2	$6.58K	Buy	+451	New	+$6.13K	﹤0.01%	1678

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's VLY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Valley National Bancorp (VLY) in Q2 2026: 451 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings.

469 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Action Point Financial Planning held 451 shares of Valley National Bancorp worth $6.58K as of Q2 2026.
Valley National Bancorp was a new Action Point Financial Planning position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1678 holding.
469 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.