Principia Wealth Advisory’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$615 Buy
42
+16
+62% +$217 ﹤0.01% 855
2026
Q1
$319 Buy
+26
New +$324 ﹤0.01% 913

Other funds holding VLY

Principia Wealth Advisory's VLY Position: Q2 2026 in Review

Principia Wealth Advisory increased its Valley National Bancorp (VLY) stake by 62% in Q2 2026, buying an estimated $217 and bringing the position to 42 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Principia Wealth Advisory first reported a position in VLY in Q1 2026 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Principia Wealth Advisory held 42 shares of Valley National Bancorp worth $615 as of Q2 2026.
  • Principia Wealth Advisory bought 16 Valley National Bancorp shares in Q2 2026, an estimated $217.
  • Valley National Bancorp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #855 holding.
  • Principia Wealth Advisory first reported a position in Valley National Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.