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

Ledgewood 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	$185K	Hold	12,617	–	–	0.1%	75
2026 Q1	$155K	Hold	12,617	–	–	0.09%	70
2025 Q4	$147K	Hold	12,617	–	–	0.08%	69
2025 Q3	$134K	Hold	12,617	–	–	0.08%	72
2025 Q2	$113K	Hold	12,617	–	–	0.07%	66
2025 Q1	$112K	Hold	12,617	–	–	0.07%	66
2024 Q4	$114K	Hold	12,617	–	–	0.07%	66
2024 Q3	$114K	Buy	+12,617	New	+$102K	0.08%	69
2024 Q1	–	Sell	-10,715	Closed	-$116K	–	63
2023 Q4	$116K	Buy	+10,715	New	+$96.1K	0.11%	56

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its Valley National Bancorp (VLY) position steady in Q2 2026 at 12,617 shares worth $185K. The position accounts for 0.1% of the portfolio, ranked #75.

Ledgewood Wealth Advisors first reported a position in VLY in Q4 2023 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Ledgewood Wealth Advisors held 12,617 shares of Valley National Bancorp worth $185K as of Q2 2026.
Ledgewood Wealth Advisors left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.1% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Ledgewood Wealth Advisors first reported a position in Valley National Bancorp in Q4 2023 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.