Carson Wealth (CWM LLC)’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.28M | Buy |
267,369
+106,148
| +66% | +$1.32M | 0.01% | 990 |
|
|
2025
Q4 | $1.88M | Buy |
161,221
+15,028
| +10% | +$167K | 0.01% | 1173 |
|
|
2025
Q3 | $1.55M | Buy |
146,193
+52,860
| +57% | +$528K | ﹤0.01% | 1204 |
|
|
2025
Q2 | $833K | Sell |
93,333
-36,238
| -28% | -$315K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $1.15M | Buy |
129,571
+104,640
| +420% | +$990K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $226K | Buy |
24,931
+2,699
| +12% | +$26.2K | ﹤0.01% | 1750 |
|
|
2024
Q3 | $201K | Buy |
22,232
+14,054
| +172% | +$114K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $57K | Sell |
8,178
-226
| -3% | -$1.65K | ﹤0.01% | 2388 |
|
|
2024
Q1 | $67K | Buy |
8,404
+4,521
| +116% | +$40.3K | ﹤0.01% | 2117 |
|
|
2023
Q4 | $42K | Sell |
3,883
-375
| -9% | -$3.37K | ﹤0.01% | 2300 |
|
|
2023
Q3 | $36K | Buy |
4,258
+188
| +5% | +$1.71K | ﹤0.01% | 2297 |
|
|
2023
Q2 | $32K | Sell |
4,070
-1,692
| -29% | -$13.5K | ﹤0.01% | 2329 |
|
|
2023
Q1 | $53K | Sell |
5,762
-2,474
| -30% | -$27.4K | ﹤0.01% | 1842 |
|
|
2022
Q4 | $93K | Buy |
8,236
+1,794
| +28% | +$21.1K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $70K | Buy |
6,442
+1,522
| +31% | +$17.6K | ﹤0.01% | 1503 |
|
|
2022
Q2 | $51K | Buy |
4,920
+2,680
| +120% | +$31.8K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $29K | Buy |
2,240
+233
| +12% | +$3.25K | ﹤0.01% | 1861 |
|
|
2021
Q4 | $28K | Buy |
+2,007
| New | +$27.9K | ﹤0.01% | 1813 |
|
|
2021
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q1 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q4 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q1 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2019
Q4 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2019
Q3 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2019
Q2 | $27K | Hold |
2,007
| – | – | ﹤0.01% | 1663 |
|
|
2019
Q1 | $27K | Buy |
+2,007
| New | +$20.4K | ﹤0.01% | 1663 |
|
|
2018
Q4 | – | Sell |
-84
| Closed | -$1K | – | 2258 |
|
|
2018
Q3 | $1K | Buy |
84
+5
| +6% | +$60 | ﹤0.01% | 1764 |
|
|
2018
Q2 | $1K | Buy |
+79
| New | +$996 | ﹤0.01% | 1612 |
|
Other funds holding VLY
NAMI
ACL
Carson Wealth (CWM LLC)'s VLY Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Valley National Bancorp (VLY) stake by 66% in Q1 2026, buying an estimated $1.32M and bringing the position to 267,369 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #990.
Carson Wealth (CWM LLC) first reported a position in VLY in Q2 2018 and has held it in 30 quarters since. 468 funds tracked by Wall St. Rank hold VLY as of Q1 2026.
- Carson Wealth (CWM LLC) held 267,369 shares of Valley National Bancorp worth $3.28M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 106,148 Valley National Bancorp shares in Q1 2026, an estimated $1.32M.
- Valley National Bancorp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #990 holding.
- Carson Wealth (CWM LLC) first reported a position in Valley National Bancorp in Q2 2018 and has held it in 30 quarters since.
- 468 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.