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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
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

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

Premier Path Wealth Partners's VLY Position: Q2 2026 in Review

Premier Path Wealth Partners sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 10,669 shares — an estimated $131K sold.

Premier Path Wealth Partners first reported a position in VLY in Q4 2025 and held it in 2 quarters. The position peaked at $131K in Q1 2026. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Premier Path Wealth Partners reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Premier Path Wealth Partners sold 10,669 Valley National Bancorp shares in Q2 2026, an estimated $131K.
  • Premier Path Wealth Partners first reported a position in Valley National Bancorp in Q4 2025 and held it in 2 quarters.
  • Premier Path Wealth Partners's Valley National Bancorp position peaked at $131K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.