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Buck Wealth Strategies’s Valley National Bancorp VLY Stock Holding History

Buck Wealth Strategies’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 		$2.93K Buy
+200
New +$2.72K ﹤0.01% 805
2023
Q4 		– Sell
-432
Closed -$3.7K – 328
2023
Q3 		$3.7K Hold
432
– – ﹤0.01% 261
2023
Q2 		$3.35K Hold
432
– – ﹤0.01% 210
2023
Q1 		$3.99K Buy
+432
New +$4.78K ﹤0.01% 139

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Buck Wealth Strategies's VLY Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Valley National Bancorp (VLY) in Q2 2026: 200 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in VLY as recently as Q3 2023.

Buck Wealth Strategies first reported a position in VLY in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.99K in Q1 2023. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Buck Wealth Strategies held 200 shares of Valley National Bancorp worth $2.93K as of Q2 2026.
  • Valley National Bancorp was a new Buck Wealth Strategies position in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #805 holding.
  • Buck Wealth Strategies first reported a position in Valley National Bancorp in Q1 2023 and has held it in 4 quarters since.
  • Buck Wealth Strategies's Valley National Bancorp position peaked at $3.99K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.