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

Perigon 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
2026
Q2 		$179K Buy
12,246
+149
+1% +$2.02K ﹤0.01% 1379
2026
Q1 		$149K Buy
12,097
+10
+0.1% +$124 ﹤0.01% 1241
2025
Q4 		$141K Buy
12,087
+700
+6% +$7.77K ﹤0.01% 1266
2025
Q3 		$121K Buy
+11,387
New +$114K ﹤0.01% 1189

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

Perigon Wealth Management's VLY Position: Q2 2026 in Review

Perigon Wealth Management increased its Valley National Bancorp (VLY) stake by 1.2% in Q2 2026, buying an estimated $2.02K and bringing the position to 12,246 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Perigon Wealth Management first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Perigon Wealth Management held 12,246 shares of Valley National Bancorp worth $179K as of Q2 2026.
  • Perigon Wealth Management bought 149 Valley National Bancorp shares in Q2 2026, an estimated $2.02K.
  • Valley National Bancorp made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1379 holding.
  • Perigon Wealth Management first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.