Cassaday & Co Wealth Management’s Valley National Bancorp VLY Stock Holding History

Cassaday & Co Wealth Management’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	$114K	Buy	+7,775	New	+$106K	﹤0.01%	450

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cassaday & Co Wealth Management's VLY Position: Q2 2026 in Review

Cassaday & Co Wealth Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 7,775 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

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

Cassaday & Co Wealth Management held 7,775 shares of Valley National Bancorp worth $114K as of Q2 2026.
Valley National Bancorp was a new Cassaday & Co Wealth Management position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #450 holding.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.