KMG Fiduciary Partners’s Valley National Bancorp VLY Stock Holding History

KMG Fiduciary Partners’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	$216K	Hold	17,133	–	–	0.02%	162
2026 Q2	$251K	Hold	17,133	–	–	0.02%	194
2026 Q1	$210K	Hold	17,133	–	–	0.02%	259
2025 Q4	$200K	Hold	17,133	–	–	0.01%	262
2025 Q3	$182K	Buy	+17,133	New	+$171K	0.01%	297

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

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

OLA

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

KMG Fiduciary Partners's VLY Position: Q3 2026 in Review

KMG Fiduciary Partners held its Valley National Bancorp (VLY) position steady in Q3 2026 at 17,133 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #162.

KMG Fiduciary Partners first reported a position in VLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $251K in Q2 2026. 37 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

KMG Fiduciary Partners held 17,133 shares of Valley National Bancorp worth $216K as of Q3 2026.
KMG Fiduciary Partners left its Valley National Bancorp share count unchanged in Q3 2026.
Valley National Bancorp made up 0.02% of KMG Fiduciary Partners's portfolio in Q3 2026, its #162 holding.
KMG Fiduciary Partners first reported a position in Valley National Bancorp in Q3 2025 and has held it in 5 quarters since.
KMG Fiduciary Partners's Valley National Bancorp position peaked at $251K in Q2 2026.
37 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.