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Congress Wealth Management’s Valley National Bancorp VLY Stock Holding History

Congress 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
2025
Q2 		$351K Sell
39,319
-26,275
-40% -$228K ﹤0.01% 1018
2025
Q1 		$592K Buy
+65,594
New +$620K 0.01% 766

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's VLY Position: Q2 2025 in Review

Congress Wealth Management reduced its Valley National Bancorp (VLY) stake by 40% in Q2 2025, selling an estimated $228K and leaving 39,319 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Congress Wealth Management first reported a position in VLY in Q1 2025 and has held it in 2 quarters since. The position peaked at $592K in Q1 2025. 396 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Congress Wealth Management held 39,319 shares of Valley National Bancorp worth $351K as of Q2 2025.
  • Congress Wealth Management sold 26,275 Valley National Bancorp shares in Q2 2025, an estimated $228K.
  • Valley National Bancorp made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1018 holding.
  • Congress Wealth Management first reported a position in Valley National Bancorp in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Valley National Bancorp position peaked at $592K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.