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Avion Wealth’s Valley National Bancorp VLY Stock Holding History

Avion Wealth’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
Q3 		– Sell
-65
Closed – – 1727
2026
Q2 		$0 Hold
65
– – ﹤0.01% 1762
2026
Q1 		$0 Hold
65
– – ﹤0.01% 1619
2025
Q4 		$0 Hold
65
– – ﹤0.01% 1607
2025
Q3 		$0 Hold
65
– – ﹤0.01% 1568
2025
Q2 		$0 Hold
65
– – ﹤0.01% 1631
2025
Q1 		$0 Buy
+65
New +$615 ﹤0.01% 1367
2024
Q4 		– Sell
-65
Closed – – 1289
2024
Q3 		$0 Hold
65
– – ﹤0.01% 1347
2024
Q2 		$0 Buy
+65
New +$475 ﹤0.01% 1268
2024
Q1 		– Sell
-124
Closed -$1K – 1230
2023
Q4 		$1K Buy
+124
New +$1.11K ﹤0.01% 1003

Other funds holding VLY

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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Avion Wealth's VLY Position: Q3 2026 in Review

Avion Wealth sold out of Valley National Bancorp (VLY) in Q3 2026, closing a stake of 65 shares.

Avion Wealth first reported a position in VLY in Q4 2023 and held it in 9 quarters. The position peaked at $1K in Q4 2023. 200 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • Avion Wealth reported no remaining Valley National Bancorp position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 65 Valley National Bancorp shares in Q3 2026.
  • Avion Wealth first reported a position in Valley National Bancorp in Q4 2023 and held it in 9 quarters.
  • Avion Wealth's Valley National Bancorp position peaked at $1K in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.