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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$351K Sell
39,319
-26,275
-40% -$235K ﹤0.01% 1018
2025
Q1 		$592K Buy
+65,594
New +$592K 0.01% 766