Essential Partners’s Valley National Bancorp VLY Stock Holding History

Essential 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	$62.6K	Hold	4,958	–	–	0.03%	554
2026 Q2	$72.6K	Sell	4,958 -6,998	-59%	-$95.1K	0.03%	511
2026 Q1	$147K	Hold	11,956	–	–	0.05%	333
2025 Q4	$140K	Buy	11,956 +434	+4%	+$4.82K	0.04%	379
2025 Q3	$122K	Buy	11,522 +1,306	+13%	+$13K	0.04%	404
2025 Q2	$91.2K	Buy	+10,216	New	+$88.7K	0.04%	368

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

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

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

Essential Partners's VLY Position: Q3 2026 in Review

Essential Partners held its Valley National Bancorp (VLY) position steady in Q3 2026 at 4,958 shares worth $62.6K. The position accounts for 0.03% of the portfolio, ranked #554.

Essential Partners first reported a position in VLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $147K in Q1 2026. 35 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Essential Partners held 4,958 shares of Valley National Bancorp worth $62.6K as of Q3 2026.
Essential Partners left its Valley National Bancorp share count unchanged in Q3 2026.
Valley National Bancorp made up 0.03% of Essential Partners's portfolio in Q3 2026, its #554 holding.
Essential Partners first reported a position in Valley National Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Valley National Bancorp position peaked at $147K in Q1 2026.
35 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.