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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
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 $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

Premier Path Wealth Partners's VLY Position: Q1 2026 in Review

Premier Path Wealth Partners held its Valley National Bancorp (VLY) position steady in Q1 2026 at 10,669 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #397.

Premier Path Wealth Partners first reported a position in VLY in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Premier Path Wealth Partners held 10,669 shares of Valley National Bancorp worth $131K as of Q1 2026.
  • Premier Path Wealth Partners left its Valley National Bancorp share count unchanged in Q1 2026.
  • Valley National Bancorp made up 0.02% of Premier Path Wealth Partners's portfolio in Q1 2026, its #397 holding.
  • Premier Path Wealth Partners first reported a position in Valley National Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.