Confluence Wealth Services’s Valley National Bancorp VLY Stock Holding History

Confluence Wealth Services’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	$813K	Buy	55,464 +290	+0.5%	+$3.94K	0.02%	264
2026 Q1	$678K	Hold	55,174	–	–	0.03%	236
2025 Q4	$644K	Hold	55,174	–	–	0.03%	232
2025 Q3	$585K	Hold	55,174	–	–	0.03%	229
2025 Q2	$493K	Hold	55,174	–	–	0.03%	246
2025 Q1	$476K	Hold	55,174	–	–	0.03%	236
2024 Q4	$540K	Hold	55,174	–	–	0.04%	210
2024 Q3	$500K	Hold	55,174	–	–	0.04%	219
2024 Q2	$385K	Hold	55,174	–	–	0.03%	259
2024 Q1	$439K	Hold	55,174	–	–	0.04%	220
2023 Q4	$599K	Hold	55,174	–	–	0.07%	165
2023 Q3	$472K	Hold	55,174	–	–	0.09%	164
2023 Q2	$428K	Hold	55,174	–	–	0.09%	173
2023 Q1	$510K	Hold	55,174	–	–	0.12%	138
2022 Q4	$624K	Hold	55,174	–	–	0.16%	117
2022 Q3	$595K	Hold	55,174	–	–	0.25%	114
2022 Q2	$686K	Hold	55,174	–	–	0.3%	112
2022 Q1	$718K	Hold	55,174	–	–	0.26%	106
2021 Q4	$758K	Buy	+55,174	New	+$766K	0.24%	100

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

Confluence Wealth Services's VLY Position: Q2 2026 in Review

Confluence Wealth Services increased its Valley National Bancorp (VLY) stake by 0.53% in Q2 2026, buying an estimated $3.94K and bringing the position to 55,464 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #264.

Confluence Wealth Services first reported a position in VLY in Q4 2021 and has held it in 19 quarters since. 89 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Confluence Wealth Services held 55,464 shares of Valley National Bancorp worth $813K as of Q2 2026.
Confluence Wealth Services bought 290 Valley National Bancorp shares in Q2 2026, an estimated $3.94K.
Valley National Bancorp made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #264 holding.
Confluence Wealth Services first reported a position in Valley National Bancorp in Q4 2021 and has held it in 19 quarters since.
89 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.