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Integrated Wealth Concepts’s Valley National Bancorp VLY Stock Holding History

Integrated Wealth Concepts’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 		$386K Sell
26,318
-5,678
-18% -$77.1K ﹤0.01% 1834
2026
Q1 		$393K Buy
31,996
+20,590
+181% +$256K ﹤0.01% 1698
2025
Q4 		$133K Sell
11,406
-1,161
-9% -$12.9K ﹤0.01% 1552
2025
Q3 		$133K Buy
12,567
+1,465
+13% +$14.6K ﹤0.01% 1897
2025
Q2 		$99.1K Buy
+11,102
New +$96.4K ﹤0.01% 1829

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Integrated Wealth Concepts's VLY Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Valley National Bancorp (VLY) stake by 18% in Q2 2026, selling an estimated $77.1K and leaving 26,318 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Integrated Wealth Concepts first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q1 2026. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Integrated Wealth Concepts held 26,318 shares of Valley National Bancorp worth $386K as of Q2 2026.
  • Integrated Wealth Concepts sold 5,678 Valley National Bancorp shares in Q2 2026, an estimated $77.1K.
  • Valley National Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1834 holding.
  • Integrated Wealth Concepts first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Valley National Bancorp position peaked at $393K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.