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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Avion Wealth's VLY Position: Q1 2026 in Review

Avion Wealth held its Valley National Bancorp (VLY) position steady in Q1 2026 at 65 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Avion Wealth first reported a position in VLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1K in Q4 2023. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Avion Wealth held 65 shares of Valley National Bancorp worth $0 as of Q1 2026.
  • Avion Wealth left its Valley National Bancorp share count unchanged in Q1 2026.
  • Valley National Bancorp made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1619 holding.
  • Avion Wealth first reported a position in Valley National Bancorp in Q4 2023 and has held it in 8 quarters since.
  • Avion Wealth's Valley National Bancorp position peaked at $1K in Q4 2023.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.