Global Retirement Partners’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$170K Buy
+11,599
New +$158K ﹤0.01% 1681
2025
Q4
$434K Buy
37,184
+31,137
+515% +$345K 0.01% 1027
2025
Q3
$64.1K Sell
6,047
-121
-2% -$1.21K ﹤0.01% 1762
2025
Q2
$55.1K Buy
+6,168
New +$53.6K ﹤0.01% 1720
2024
Q4
$55.8K Sell
6,163
-463
-7% -$4.49K ﹤0.01% 1572
2024
Q3
$60K Buy
6,626
+2,213
+50% +$18K ﹤0.01% 1481
2024
Q2
$30.8K Buy
4,413
+1,386
+46% +$10.1K ﹤0.01% 1779
2024
Q1
$24.1K Buy
3,027
+102
+3% +$909 ﹤0.01% 1731
2023
Q4
$29.4K Buy
2,925
+279
+11% +$2.5K ﹤0.01% 1569
2023
Q3
$20.8K Buy
2,646
+2,610
+7,250% +$23.7K ﹤0.01% 1634
2023
Q2
$279 Hold
36
﹤0.01% 3063
2023
Q1
$264 Buy
+36
New +$398 ﹤0.01% 3054
2021
Q1
Sell
-3,400
Closed -$33K 1910
2020
Q4
$33K Hold
3,400
﹤0.01% 869
2020
Q3
$23K Hold
3,400
﹤0.01% 883
2020
Q2
$27K Buy
+3,400
New +$26.1K ﹤0.01% 811
2018
Q4
Sell
-134
Closed -$2K 1570
2018
Q3
$2K Hold
134
﹤0.01% 1424
2018
Q2
$2K Sell
134
-830
-86% -$10.5K ﹤0.01% 1412
2018
Q1
$12K Hold
964
﹤0.01% 920
2017
Q4
$11K Hold
964
﹤0.01% 884
2017
Q3
$12K Buy
964
+134
+16% +$1.54K 0.01% 780
2017
Q2
$10K Hold
830
﹤0.01% 798
2017
Q1
$10K Buy
+830
New +$9.96K 0.01% 757

Other funds holding VLY

Global Retirement Partners's VLY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Valley National Bancorp (VLY) in Q2 2026: 11,599 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VLY as recently as Q4 2025.

Global Retirement Partners first reported a position in VLY in Q1 2017 and has held it in 22 quarters since. The position peaked at $434K in Q4 2025. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Global Retirement Partners held 11,599 shares of Valley National Bancorp worth $170K as of Q2 2026.
  • Valley National Bancorp was a new Global Retirement Partners position in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1681 holding.
  • Global Retirement Partners first reported a position in Valley National Bancorp in Q1 2017 and has held it in 22 quarters since.
  • Global Retirement Partners's Valley National Bancorp position peaked at $434K in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.