LI
VLY icon

LRI Investments’s Valley National Bancorp VLY Stock Holding History

LRI Investments’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 		$5.9K Sell
403
-312
-44% -$4.24K ﹤0.01% 1114
2026
Q1 		$8.78K Sell
715
-247
-26% -$3.08K ﹤0.01% 920
2025
Q4 		$11.2K Sell
962
-147
-13% -$1.63K ﹤0.01% 837
2025
Q3 		$11.8K Hold
1,109
– – ﹤0.01% 835
2025
Q2 		$9.9K Hold
1,109
– – ﹤0.01% 845
2025
Q1 		$9.86K Hold
1,109
– – ﹤0.01% 796
2024
Q4 		$10K Hold
1,109
– – ﹤0.01% 788
2024
Q3 		$11.2K Sell
1,109
-1,161
-51% -$9.43K ﹤0.01% 765
2024
Q2 		$15.8K Buy
+2,270
New +$16.6K ﹤0.01% 652

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OLA
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Handelsbanken Fonder
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RWP
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return