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JFS Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

JFS Wealth Advisors’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 		$4.99K Buy
339
+104
+44% +$1.41K ﹤0.01% 1274
2026
Q1 		$2.9K Buy
235
+25
+12% +$311 ﹤0.01% 1402
2025
Q4 		$2.47K Buy
210
+145
+223% +$1.61K ﹤0.01% 1480
2025
Q3 		$689 Hold
65
– – ﹤0.01% 1698
2025
Q2 		$581 Sell
65
-260
-80% -$2.26K ﹤0.01% 1668
2025
Q1 		$2.89K Hold
325
– – ﹤0.01% 1331
2024
Q4 		$2.94K Hold
325
– – ﹤0.01% 1324
2024
Q3 		$2.94K Buy
325
+11
+4% +$89 ﹤0.01% 1324
2024
Q2 		$2.19K Sell
314
-7
-2% -$51 ﹤0.01% 1398
2024
Q1 		$2.56K Sell
321
-65
-17% -$579 ﹤0.01% 1352
2023
Q4 		$4.19K Buy
386
+276
+251% +$2.48K ﹤0.01% 1132
2023
Q3 		$942 Sell
110
-113
-51% -$1.02K ﹤0.01% 1614
2023
Q2 		$1.73K Buy
223
+11
+5% +$87 ﹤0.01% 1436
2023
Q1 		$1.96K Sell
212
-14
-6% -$155 ﹤0.01% 1375
2022
Q4 		$2.56K Buy
226
+63
+39% +$742 ﹤0.01% 1276
2022
Q3 		$2K Sell
163
-129
-44% -$1.49K ﹤0.01% 1416
2022
Q2 		$3K Buy
292
+14
+5% +$166 ﹤0.01% 1246
2022
Q1 		$4K Buy
278
+149
+116% +$2.08K ﹤0.01% 1186
2021
Q4 		$2K Buy
+129
New +$1.79K ﹤0.01% 1186

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's VLY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Valley National Bancorp (VLY) stake by 44% in Q2 2026, buying an estimated $1.41K and bringing the position to 339 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

JFS Wealth Advisors first reported a position in VLY in Q4 2021 and has held it in 19 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • JFS Wealth Advisors held 339 shares of Valley National Bancorp worth $4.99K as of Q2 2026.
  • JFS Wealth Advisors bought 104 Valley National Bancorp shares in Q2 2026, an estimated $1.41K.
  • Valley National Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1274 holding.
  • JFS Wealth Advisors first reported a position in Valley National Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.