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Activest Wealth Management’s Valley National Bancorp VLY Stock Holding History

Activest Wealth Management’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 		$4.26K Hold
291
– – ﹤0.01% 737
2026
Q1 		$3.57K Buy
291
+287
+7,175% +$3.57K ﹤0.01% 877
2025
Q4 		$47 Buy
+4
New +$44 ﹤0.01% 1085
2025
Q2 		– Sell
-149
Closed -$1.29K – 1195
2025
Q1 		$1.32K Buy
149
+146
+4,867% +$1.38K ﹤0.01% 726
2024
Q4 		$27 Buy
+3
New +$29 ﹤0.01% 825

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Activest Wealth Management's VLY Position: Q2 2026 in Review

Activest Wealth Management held its Valley National Bancorp (VLY) position steady in Q2 2026 at 291 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Activest Wealth Management first reported a position in VLY in Q4 2024 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Activest Wealth Management held 291 shares of Valley National Bancorp worth $4.26K as of Q2 2026.
  • Activest Wealth Management left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #737 holding.
  • Activest Wealth Management first reported a position in Valley National Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.