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

Cornerstone Wealth 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
Q2 		$428K Hold
29,194
– – 0.03% 268
2026
Q1 		$391K Buy
29,194
+1
+0% +$12 0.03% 269
2025
Q4 		$341K Sell
29,193
-9,217
-24% -$102K 0.02% 256
2025
Q3 		$407K Hold
38,410
– – 0.03% 219
2025
Q2 		$343K Buy
38,410
+59
+0.2% +$512 0.03% 229
2025
Q1 		$341K Sell
38,351
-29,054
-43% -$275K 0.03% 206
2024
Q4 		$611K Buy
67,405
+58
+0.1% +$563 0.05% 153
2024
Q3 		$610K Hold
67,347
– – 0.05% 157
2024
Q2 		$470K Buy
67,347
+4,040
+6% +$29.5K 0.04% 161
2024
Q1 		$504K Buy
+63,307
New +$564K 0.05% 158

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cornerstone Wealth Group's VLY Position: Q2 2026 in Review

Cornerstone Wealth Group held its Valley National Bancorp (VLY) position steady in Q2 2026 at 29,194 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #268.

Cornerstone Wealth Group first reported a position in VLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $611K in Q4 2024. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Cornerstone Wealth Group held 29,194 shares of Valley National Bancorp worth $428K as of Q2 2026.
  • Cornerstone Wealth Group left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #268 holding.
  • Cornerstone Wealth Group first reported a position in Valley National Bancorp in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Wealth Group's Valley National Bancorp position peaked at $611K in Q4 2024.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.