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Hemington Wealth Management’s Valley National Bancorp VLY Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$6K Buy
660
+53
+9% +$530 ﹤0.01% 1087
2025
Q2 		$5K Buy
607
+9
+2% +$78 ﹤0.01% 1123
2025
Q1 		$5K Sell
598
-2,403
-80% -$22.7K ﹤0.01% 1082
2024
Q4 		$27K Buy
3,001
+165
+6% +$1.6K 0.01% 471
2024
Q3 		$26K Buy
+2,836
New +$23K 0.01% 450

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hemington Wealth Management's VLY Position: Q3 2025 in Review

Hemington Wealth Management increased its Valley National Bancorp (VLY) stake by 8.7% in Q3 2025, buying an estimated $530 and bringing the position to 660 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Hemington Wealth Management first reported a position in VLY in Q3 2024 and has held it in 5 quarters since. The position peaked at $27K in Q4 2024. 407 funds tracked by Wall St. Rank hold VLY as of Q3 2025.

  • Hemington Wealth Management held 660 shares of Valley National Bancorp worth $6K as of Q3 2025.
  • Hemington Wealth Management bought 53 Valley National Bancorp shares in Q3 2025, an estimated $530.
  • Valley National Bancorp made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1087 holding.
  • Hemington Wealth Management first reported a position in Valley National Bancorp in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Valley National Bancorp position peaked at $27K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.