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

JPL 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 		$2.52K Buy
172
+46
+37% +$625 ﹤0.01% 999
2026
Q1 		$1.55K Buy
+126
New +$1.57K ﹤0.01% 1057

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

JPL Wealth Management's VLY Position: Q2 2026 in Review

JPL Wealth Management increased its Valley National Bancorp (VLY) stake by 37% in Q2 2026, buying an estimated $625 and bringing the position to 172 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

JPL Wealth Management first reported a position in VLY in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • JPL Wealth Management held 172 shares of Valley National Bancorp worth $2.52K as of Q2 2026.
  • JPL Wealth Management bought 46 Valley National Bancorp shares in Q2 2026, an estimated $625.
  • Valley National Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #999 holding.
  • JPL Wealth Management first reported a position in Valley National Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.