Fortitude Family Office’s Valley National Bancorp VLY Stock Holding History

Fortitude Family Office’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	$19.7K	Buy	1,561 +30	+2%	+$425	﹤0.01%	850
2026 Q2	$22.4K	Buy	1,531 +737	+93%	+$10K	﹤0.01%	488
2026 Q1	$9.75K	Buy	794 +233	+42%	+$2.9K	﹤0.01%	666
2025 Q4	$6.55K	Buy	561 +46	+9%	+$510	﹤0.01%	725
2025 Q3	$5.46K	Hold	515	–	–	﹤0.01%	776
2025 Q2	$4.6K	Buy	+515	New	+$4.47K	﹤0.01%	815

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

CWP

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

Fortitude Family Office's VLY Position: Q3 2026 in Review

Fortitude Family Office increased its Valley National Bancorp (VLY) stake by 2% in Q3 2026, buying an estimated $425 and bringing the position to 1,561 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Fortitude Family Office first reported a position in VLY in Q2 2025 and has held it in 6 quarters since. The position peaked at $22.4K in Q2 2026. 44 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Fortitude Family Office held 1,561 shares of Valley National Bancorp worth $19.7K as of Q3 2026.
Fortitude Family Office bought 30 Valley National Bancorp shares in Q3 2026, an estimated $425.
Valley National Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #850 holding.
Fortitude Family Office first reported a position in Valley National Bancorp in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Valley National Bancorp position peaked at $22.4K in Q2 2026.
44 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.