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Pinnacle Wealth Planning Services’s Valley National Bancorp VLY Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$182K Buy
14,853
+602
+4% +$7.49K 0.02% 514
2025
Q4 		$166K Buy
+14,251
New +$158K 0.02% 539
2021
Q1 		– Sell
-1,643
Closed -$16K – 1889
2020
Q4 		$16K Buy
+1,643
New +$14.3K ﹤0.01% 1246

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's VLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Valley National Bancorp (VLY) stake by 4.2% in Q1 2026, buying an estimated $7.49K and bringing the position to 14,853 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #514.

Pinnacle Wealth Planning Services first reported a position in VLY in Q4 2020 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 14,853 shares of Valley National Bancorp worth $182K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 602 Valley National Bancorp shares in Q1 2026, an estimated $7.49K.
  • Valley National Bancorp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #514 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valley National Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.