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

Apollon 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	$551K	Buy	37,618 +22,297	+146%	+$303K	0.01%	967
2026 Q1	$188K	Buy	+15,321	New	+$191K	﹤0.01%	1325
2023 Q2	–	Sell	-53,063	Closed	-$490K	–	996
2023 Q1	$490K	Hold	53,063	–	–	0.03%	539
2022 Q4	$600K	Buy	+53,063	New	+$625K	0.04%	454
2022 Q1	–	Sell	-46,763	Closed	-$643K	–	832
2021 Q4	$643K	Buy	+46,763	New	+$649K	0.05%	400

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

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

Apollon Wealth Management increased its Valley National Bancorp (VLY) stake by 146% in Q2 2026, buying an estimated $303K and bringing the position to 37,618 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #967.

Apollon Wealth Management first reported a position in VLY in Q4 2021 and has held it in 5 quarters since. The position peaked at $643K in Q4 2021. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Apollon Wealth Management held 37,618 shares of Valley National Bancorp worth $551K as of Q2 2026.
Apollon Wealth Management bought 22,297 Valley National Bancorp shares in Q2 2026, an estimated $303K.
Valley National Bancorp made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #967 holding.
Apollon Wealth Management first reported a position in Valley National Bancorp in Q4 2021 and has held it in 5 quarters since.
Apollon Wealth Management's Valley National Bancorp position peaked at $643K in Q4 2021.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.