LifeSteps Financial’s Valley National Bancorp VLY Stock Holding History

LifeSteps Financial’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	$1.83K	Buy	+125	New	+$1.7K	﹤0.01%	690

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

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

LifeSteps Financial's VLY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Valley National Bancorp (VLY) in Q2 2026: 125 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings.

126 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

LifeSteps Financial held 125 shares of Valley National Bancorp worth $1.83K as of Q2 2026.
Valley National Bancorp was a new LifeSteps Financial position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #690 holding.
126 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.