Gateway Investment Advisers
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Gateway Investment Advisers’s Valley National Bancorp VLY Stock Holding History

Gateway Investment Advisers’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 		$774K Buy
61,350
+24,115
+65% +$342K 0.01% 579
2026
Q2 		$545K Buy
+37,235
New +$506K 0.01% 565

Other funds holding VLY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Gateway Investment Advisers's VLY Position: Q3 2026 in Review

Gateway Investment Advisers increased its Valley National Bancorp (VLY) stake by 65% in Q3 2026, buying an estimated $342K and bringing the position to 61,350 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #579.

Gateway Investment Advisers first reported a position in VLY in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • Gateway Investment Advisers held 61,350 shares of Valley National Bancorp worth $774K as of Q3 2026.
  • Gateway Investment Advisers bought 24,115 Valley National Bancorp shares in Q3 2026, an estimated $342K.
  • Valley National Bancorp made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #579 holding.
  • Gateway Investment Advisers first reported a position in Valley National Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.