Institute for Wealth Management’s Valley National Bancorp VLY Stock Holding History

Institute for 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
2026 Q2	$18.3K	Buy	+1,250	New	+$17K	﹤0.01%	1158

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Institute for Wealth Management's VLY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 1,250 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

225 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Institute for Wealth Management held 1,250 shares of Valley National Bancorp worth $18.3K as of Q2 2026.
Valley National Bancorp was a new Institute for Wealth Management position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1158 holding.
225 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.