Ignite Planners’s Valley National Bancorp VLY Stock Holding History

Ignite Planners’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	–	Sell	-49,660	Closed	-$728K	–	473
2026 Q2	$728K	Sell	49,660 -713	-1%	-$9.7K	0.1%	200
2026 Q1	$617K	Sell	50,373 -1,883	-4%	-$23.4K	0.1%	212
2025 Q4	$651K	Sell	52,256 -10,806	-17%	-$120K	0.1%	204
2025 Q3	$668K	Sell	63,062 -3,444	-5%	-$34.4K	0.11%	187
2025 Q2	$632K	Buy	66,506 +1,617	+2%	+$14K	0.11%	182
2025 Q1	$565K	Sell	64,889 -139	-0.2%	-$1.32K	0.11%	180
2024 Q4	$588K	Sell	65,028 -79	-0.1%	-$766	0.13%	150
2024 Q3	$590K	Buy	65,107 +2,170	+3%	+$17.6K	0.14%	151
2024 Q2	$414K	Buy	62,937 +9,424	+18%	+$68.8K	0.1%	178
2024 Q1	$422K	Sell	53,513 -11,198	-17%	-$100K	0.12%	172
2023 Q4	$698K	Sell	64,711 -8,591	-12%	-$77.1K	0.21%	121
2023 Q3	$592K	Buy	+73,302	New	+$665K	0.18%	143

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

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Ignite Planners's VLY Position: Q3 2026 in Review

Ignite Planners sold out of Valley National Bancorp (VLY) in Q3 2026, closing a stake of 49,660 shares — an estimated $728K sold.

Ignite Planners first reported a position in VLY in Q3 2023 and held it in 12 quarters. The position peaked at $728K in Q2 2026. 87 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Ignite Planners reported no remaining Valley National Bancorp position as of Q3 2026 after selling out during the quarter.
Ignite Planners sold 49,660 Valley National Bancorp shares in Q3 2026, an estimated $728K.
Ignite Planners first reported a position in Valley National Bancorp in Q3 2023 and held it in 12 quarters.
Ignite Planners's Valley National Bancorp position peaked at $728K in Q2 2026.
87 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.