Cornerstone Planning Group
VLY icon

Cornerstone Planning Group’s Valley National Bancorp VLY Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-234
Closed -$3.4K – 1656
2026
Q2 		$3.4K Buy
234
+1
+0.4% +$14 ﹤0.01% 1191
2026
Q1 		$3.18K Hold
233
– – ﹤0.01% 1204
2025
Q4 		$2.86K Buy
+233
New +$2.58K ﹤0.01% 1116

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Wealth Enhancement Advisory Services
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Oliver Luxxe Assets
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Louisiana State Employees Retirement System
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Yousif Capital Management
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Inspire Investing
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's VLY Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Valley National Bancorp (VLY) in Q3 2026, closing a stake of 234 shares — an estimated $3.4K sold.

Cornerstone Planning Group first reported a position in VLY in Q4 2025 and held it in 3 quarters. The position peaked at $3.4K in Q2 2026. 75 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Valley National Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 234 Valley National Bancorp shares in Q3 2026, an estimated $3.4K.
  • Cornerstone Planning Group first reported a position in Valley National Bancorp in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Valley National Bancorp position peaked at $3.4K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.