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

Affinity 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	$200K	Buy	+13,663	New	+$186K	0.03%	113

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

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

Affinity Wealth Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 13,663 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings.

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

Affinity Wealth Management held 13,663 shares of Valley National Bancorp worth $200K as of Q2 2026.
Valley National Bancorp was a new Affinity Wealth Management position in Q2 2026.
Valley National Bancorp made up 0.03% of Affinity Wealth Management's portfolio in Q2 2026, its #113 holding.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.