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Prestige Wealth Management Group’s Valley National Bancorp VLY Stock Holding History

Prestige Wealth Management Group’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 		$33.9K Hold
2,300
– – 0.01% 304
2026
Q1 		$28.5K Buy
2,300
+500
+28% +$6.22K 0.01% 308
2025
Q4 		$21.2K Buy
1,800
+1,000
+125% +$11.1K ﹤0.01% 337
2025
Q3 		$8.51K Buy
800
+500
+167% +$5K ﹤0.01% 481
2025
Q2 		$2.71K Hold
300
– – ﹤0.01% 679
2025
Q1 		$2.7K Hold
300
– – ﹤0.01% 684
2024
Q4 		$2.75K Hold
300
– – ﹤0.01% 719
2024
Q3 		$2.75K Sell
300
-5,651
-95% -$45.9K ﹤0.01% 714
2024
Q2 		$42.2K Buy
5,951
+181
+3% +$1.32K 0.01% 237
2024
Q1 		$46.6K Hold
5,770
– – 0.01% 264
2023
Q4 		$63.3K Buy
5,770
+38
+0.7% +$341 0.01% 226
2023
Q3 		$49.7K Hold
5,732
– – 0.01% 243
2023
Q2 		$45.1K Hold
5,732
– – 0.01% 269
2023
Q1 		$53.6K Hold
5,732
– – 0.01% 240
2022
Q4 		$65.5K Buy
5,732
+300
+6% +$3.53K 0.02% 235
2022
Q3 		$59K Hold
5,432
– – 0.02% 217
2022
Q2 		$57K Sell
5,432
-5,700
-51% -$67.7K 0.02% 225
2022
Q1 		$145K Buy
11,132
+27
+0.2% +$376 0.04% 165
2021
Q4 		$153K Buy
11,105
+23
+0.2% +$319 0.04% 162
2021
Q3 		$148K Buy
11,082
+5,650
+104% +$73K 0.04% 158
2021
Q2 		$73K Sell
5,432
-3,000
-36% -$41.9K 0.02% 209
2021
Q1 		$116K Buy
8,432
+1,000
+13% +$12K 0.03% 170
2020
Q4 		$72K Hold
7,432
– – 0.02% 207
2020
Q3 		$51K Hold
7,432
– – 0.02% 248
2020
Q2 		$58K Hold
7,432
– – 0.02% 206
2020
Q1 		$54K Hold
7,432
– – 0.02% 174
2019
Q4 		$85K Buy
7,432
+1,000
+16% +$11.5K 0.05% 175
2019
Q3 		$70K Hold
6,432
– – 0.04% 179
2019
Q2 		$69K Hold
6,432
– – 0.04% 176
2019
Q1 		$62K Hold
6,432
– – 0.04% 179
2018
Q4 		$57K Buy
+6,432
New +$64.9K 0.04% 183

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

Prestige Wealth Management Group's VLY Position: Q2 2026 in Review

Prestige Wealth Management Group held its Valley National Bancorp (VLY) position steady in Q2 2026 at 2,300 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #304.

Prestige Wealth Management Group first reported a position in VLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $153K in Q4 2021. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Prestige Wealth Management Group held 2,300 shares of Valley National Bancorp worth $33.9K as of Q2 2026.
  • Prestige Wealth Management Group left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #304 holding.
  • Prestige Wealth Management Group first reported a position in Valley National Bancorp in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Valley National Bancorp position peaked at $153K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.