DiNuzzo Private Wealth’s Valley National Bancorp VLY Stock Holding History

DiNuzzo Private 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	$1.44K	Buy	98 +8	+9%	+$109	﹤0.01%	789
2026 Q1	$1.11K	Hold	90	–	–	﹤0.01%	844
2025 Q4	$1.05K	Hold	90	–	–	﹤0.01%	860
2025 Q3	$942	Hold	90	–	–	﹤0.01%	894
2025 Q2	$804	Buy	90 +10	+13%	+$87	﹤0.01%	928
2025 Q1	$712	Hold	80	–	–	﹤0.01%	938
2024 Q4	$725	Hold	80	–	–	﹤0.01%	958
2024 Q3	$725	Hold	80	–	–	﹤0.01%	978
2024 Q2	$559	Buy	80 +12	+18%	+$88	﹤0.01%	1007
2024 Q1	$542	Sell	68 -1	-1%	-$9	﹤0.01%	945
2023 Q4	$750	Buy	+69	New	+$619	﹤0.01%	817

Other funds holding VLY

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return