Premier Path Wealth Partners
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Premier Path Wealth Partners’s Valley National Bancorp VLY Stock Holding History

Premier Path Wealth Partners’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
Q3 		$262K Buy
+20,740
New +$294K 0.03% 345
2026
Q2 		– Sell
-10,669
Closed -$131K – 416
2026
Q1 		$131K Hold
10,669
– – 0.02% 397
2025
Q4 		$125K Buy
+10,669
New +$118K 0.02% 393

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Thrivent Financial for Lutherans
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Bank of New York Mellon
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Leeward Investments
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Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Premier Path Wealth Partners's VLY Position: Q3 2026 in Review

Premier Path Wealth Partners opened a new position in Valley National Bancorp (VLY) in Q3 2026: 20,740 shares worth $262K. The stake represents 0.03% of the portfolio and ranks #345 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in VLY as recently as Q1 2026.

Premier Path Wealth Partners first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • Premier Path Wealth Partners held 20,740 shares of Valley National Bancorp worth $262K as of Q3 2026.
  • Valley National Bancorp was a new Premier Path Wealth Partners position in Q3 2026.
  • Valley National Bancorp made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #345 holding.
  • Premier Path Wealth Partners first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.