KFP
VLY icon

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
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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

KMG Fiduciary Partners's VLY Position: Q2 2026 in Review

KMG Fiduciary Partners held its Valley National Bancorp (VLY) position steady in Q2 2026 at 17,133 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #194.

KMG Fiduciary Partners first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • KMG Fiduciary Partners held 17,133 shares of Valley National Bancorp worth $251K as of Q2 2026.
  • KMG Fiduciary Partners left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #194 holding.
  • KMG Fiduciary Partners first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.