Curated Wealth Partners’s Valley National Bancorp VLY Stock Holding History

Curated Wealth Partners’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	$329K	Buy	+26,067	New	+$370K	0.03%	397

Other funds holding VLY

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Curated Wealth Partners's VLY Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Valley National Bancorp (VLY) in Q3 2026: 26,067 shares worth $329K. The stake represents 0.03% of the portfolio and ranks #397 among its holdings.

39 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Curated Wealth Partners held 26,067 shares of Valley National Bancorp worth $329K as of Q3 2026.
Valley National Bancorp was a new Curated Wealth Partners position in Q3 2026.
Valley National Bancorp made up 0.03% of Curated Wealth Partners's portfolio in Q3 2026, its #397 holding.
39 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.