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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

CreativeOne Wealth's VLY Position: Q1 2026 in Review

CreativeOne Wealth held its Valley National Bancorp (VLY) position steady in Q1 2026 at 10,177 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

CreativeOne Wealth first reported a position in VLY in Q4 2022 and has held it in 10 quarters since. The position peaked at $259K in Q4 2022. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • CreativeOne Wealth held 10,177 shares of Valley National Bancorp worth $125K as of Q1 2026.
  • CreativeOne Wealth left its Valley National Bancorp share count unchanged in Q1 2026.
  • Valley National Bancorp made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1149 holding.
  • CreativeOne Wealth first reported a position in Valley National Bancorp in Q4 2022 and has held it in 10 quarters since.
  • CreativeOne Wealth's Valley National Bancorp position peaked at $259K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.