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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
Q2 		$255K Buy
17,372
+2,519
+17% +$34.2K 0.02% 433
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 $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

Pinnacle Wealth Planning Services's VLY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Valley National Bancorp (VLY) stake by 17% in Q2 2026, buying an estimated $34.2K and bringing the position to 17,372 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #433.

Pinnacle Wealth Planning Services first reported a position in VLY in Q4 2020 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17,372 shares of Valley National Bancorp worth $255K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2,519 Valley National Bancorp shares in Q2 2026, an estimated $34.2K.
  • Valley National Bancorp made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #433 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valley National Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.