Oliver Luxxe Assets’s Valley National Bancorp VLY Stock Holding History

Oliver Luxxe Assets’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	$2.4M	Sell	164,094 -78,122	-32%	-$1.06M	0.35%	90
2026 Q1	$2.97M	Buy	242,216 +9,829	+4%	+$122K	0.45%	85
2025 Q4	$2.71M	Buy	+232,387	New	+$2.58M	0.41%	81
2023 Q1	–	Sell	-193,899	Closed	-$2.19M	–	198
2022 Q4	$2.19M	Buy	193,899 +2,252	+1%	+$26.5K	0.61%	61
2022 Q3	$2.07M	Buy	+191,647	New	+$2.21M	0.65%	59
2018 Q4	–	Sell	-12,273	Closed	-$138K	–	119
2018 Q3	$138K	Buy	+12,273	New	+$148K	0.08%	106

Other funds holding VLY

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Oliver Luxxe Assets's VLY Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Valley National Bancorp (VLY) stake by 32% in Q2 2026, selling an estimated $1.06M and leaving 164,094 shares worth $2.4M. The position accounts for 0.35% of the portfolio, ranked #90.

Oliver Luxxe Assets first reported a position in VLY in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.97M in Q1 2026. 42 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Oliver Luxxe Assets held 164,094 shares of Valley National Bancorp worth $2.4M as of Q2 2026.
Oliver Luxxe Assets sold 78,122 Valley National Bancorp shares in Q2 2026, an estimated $1.06M.
Valley National Bancorp made up 0.35% of Oliver Luxxe Assets's portfolio in Q2 2026, its #90 holding.
Oliver Luxxe Assets first reported a position in Valley National Bancorp in Q3 2018 and has held it in 6 quarters since.
Oliver Luxxe Assets's Valley National Bancorp position peaked at $2.97M in Q1 2026.
42 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.