Bogart Wealth LLC’s Valley National Bancorp VLY Stock Holding History

Bogart Wealth LLC’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	$4.44K	Buy	+303	New	+$4.12K	﹤0.01%	1237

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

JWCA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Bogart Wealth LLC's VLY Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Valley National Bancorp (VLY) in Q2 2026: 303 shares worth $4.44K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

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

Bogart Wealth LLC held 303 shares of Valley National Bancorp worth $4.44K as of Q2 2026.
Valley National Bancorp was a new Bogart Wealth LLC position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1237 holding.
89 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.