Physician Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Physician Wealth Advisors’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	$7.66K	Hold	523	–	–	﹤0.01%	950
2026 Q1	$6.42K	Hold	523	–	–	﹤0.01%	929
2025 Q4	$6.11K	Buy	523 +223	+74%	+$2.47K	﹤0.01%	912
2025 Q3	$3.18K	Buy	300 +62	+26%	+$619	﹤0.01%	1050
2025 Q2	$2.13K	Buy	+238	New	+$2.07K	﹤0.01%	1024

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

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

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's VLY Position: Q2 2026 in Review

Physician Wealth Advisors held its Valley National Bancorp (VLY) position steady in Q2 2026 at 523 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Physician Wealth Advisors first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Physician Wealth Advisors held 523 shares of Valley National Bancorp worth $7.66K as of Q2 2026.
Physician Wealth Advisors left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #950 holding.
Physician Wealth Advisors first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
157 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.