Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Valley National Bancorp VLY Stock Holding History

Carson Wealth (CWM 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
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

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

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. 466 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.
  • 466 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.