AssetMark Inc’s Valley National Bancorp VLY Stock Holding History

AssetMark Inc’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	$32.5K	Buy	2,219 +69	+3%	+$937	﹤0.01%	2006
2026 Q1	$26.4K	Buy	2,150 +1,189	+124%	+$14.8K	﹤0.01%	1960
2025 Q4	$11.2K	Buy	961 +608	+172%	+$6.75K	﹤0.01%	2181
2025 Q3	$3.74K	Sell	353 -14	-4%	-$140	﹤0.01%	2434
2025 Q2	$3.28K	Buy	+367	New	+$3.19K	﹤0.01%	2269
2025 Q1	–	Sell	-22	Closed	-$199	–	2770
2024 Q4	$199	Buy	+22	New	+$213	﹤0.01%	2481
2024 Q2	–	Sell	-1	Closed	-$8	–	2243
2024 Q1	$8	Buy	+1	New	+$9	﹤0.01%	1913
2018 Q1	–	Sell	-21	Closed	–	–	2012
2017 Q4	$0	Buy	+21	New	+$243	﹤0.01%	2148

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

AssetMark Inc's VLY Position: Q2 2026 in Review

AssetMark Inc increased its Valley National Bancorp (VLY) stake by 3.2% in Q2 2026, buying an estimated $937 and bringing the position to 2,219 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

AssetMark Inc first reported a position in VLY in Q4 2017 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

AssetMark Inc held 2,219 shares of Valley National Bancorp worth $32.5K as of Q2 2026.
AssetMark Inc bought 69 Valley National Bancorp shares in Q2 2026, an estimated $937.
Valley National Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2006 holding.
AssetMark Inc first reported a position in Valley National Bancorp in Q4 2017 and has held it in 8 quarters since.
148 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.