CreativeOne Wealth’s Valley National Bancorp VLY Stock Holding History

CreativeOne Wealth’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	$147K	Sell	10,000 -177	-2%	-$2.4K	﹤0.01%	1170
2026 Q1	$125K	Hold	10,177	–	–	﹤0.01%	1149
2025 Q4	$119K	Hold	10,177	–	–	﹤0.01%	1152
2025 Q3	$108K	Sell	10,177 -3,935	-28%	-$39.3K	﹤0.01%	1130
2025 Q2	$126K	Buy	14,112 +869	+7%	+$7.55K	﹤0.01%	1086
2025 Q1	$118K	Buy	13,243 +1,933	+17%	+$18.3K	﹤0.01%	1028
2024 Q4	$102K	Buy	+11,310	New	+$110K	﹤0.01%	1044
2024 Q2	–	Sell	-20,000	Closed	-$159K	–	922
2024 Q1	$159K	Buy	+20,000	New	+$178K	0.01%	852
2023 Q3	–	Sell	-22,867	Closed	-$177K	–	822
2023 Q2	$177K	Hold	22,867	–	–	0.01%	796
2023 Q1	$211K	Hold	22,867	–	–	0.01%	738
2022 Q4	$259K	Buy	+22,867	New	+$269K	0.01%	623

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CreativeOne Wealth's VLY Position: Q2 2026 in Review

CreativeOne Wealth reduced its Valley National Bancorp (VLY) stake by 1.7% in Q2 2026, selling an estimated $2.4K and leaving 10,000 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

CreativeOne Wealth first reported a position in VLY in Q4 2022 and has held it in 11 quarters since. The position peaked at $259K in Q4 2022. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

CreativeOne Wealth held 10,000 shares of Valley National Bancorp worth $147K as of Q2 2026.
CreativeOne Wealth sold 177 Valley National Bancorp shares in Q2 2026, an estimated $2.4K.
Valley National Bancorp made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1170 holding.
CreativeOne Wealth first reported a position in Valley National Bancorp in Q4 2022 and has held it in 11 quarters since.
CreativeOne Wealth's Valley National Bancorp position peaked at $259K in Q4 2022.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.