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Parkworth Wealth Management’s Valley National Bancorp VLY Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$116 Hold
13
– – ﹤0.01% 1098
2025
Q1 		$116 Hold
13
– – ﹤0.01% 897
2024
Q4 		$118 Buy
+13
New +$126 ﹤0.01% 926

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkworth Wealth Management's VLY Position: Q2 2025 in Review

Parkworth Wealth Management held its Valley National Bancorp (VLY) position steady in Q2 2025 at 13 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Parkworth Wealth Management first reported a position in VLY in Q4 2024 and has held it in 3 quarters since. The position peaked at $118 in Q4 2024. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of Valley National Bancorp worth $116 as of Q2 2025.
  • Parkworth Wealth Management left its Valley National Bancorp share count unchanged in Q2 2025.
  • Valley National Bancorp made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1098 holding.
  • Parkworth Wealth Management first reported a position in Valley National Bancorp in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Valley National Bancorp position peaked at $118 in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.