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Mark Sheptoff Financial Planning’s Valley National Bancorp VLY Stock Holding History

Mark Sheptoff Financial Planning’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 		$7.33K Hold
500
– – ﹤0.01% 400
2026
Q1 		$6.83K Hold
500
– – ﹤0.01% 389
2025
Q4 		$5.84K Buy
+500
New +$5.55K ﹤0.01% 410

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's VLY Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Valley National Bancorp (VLY) position steady in Q2 2026 at 500 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Mark Sheptoff Financial Planning first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Valley National Bancorp worth $7.33K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #400 holding.
  • Mark Sheptoff Financial Planning first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.