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

Private 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	$6.09K	Hold	416	–	–	﹤0.01%	774
2026 Q1	$5.11K	Hold	416	–	–	﹤0.01%	761
2025 Q4	$4.86K	Hold	416	–	–	﹤0.01%	786
2025 Q3	$4.41K	Hold	416	–	–	﹤0.01%	840
2025 Q2	$3.71K	Hold	416	–	–	﹤0.01%	874
2025 Q1	$3.7K	Hold	416	–	–	﹤0.01%	845
2024 Q4	$3.77K	Hold	416	–	–	﹤0.01%	858
2024 Q3	$3.77K	Hold	416	–	–	﹤0.01%	838
2024 Q2	$2.9K	Buy	+416	New	+$3.04K	﹤0.01%	921
2024 Q1	–	Sell	-178	Closed	-$1.93K	–	1592
2023 Q4	$1.93K	Buy	+178	New	+$1.6K	﹤0.01%	995

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Private Wealth Management Group held its Valley National Bancorp (VLY) position steady in Q2 2026 at 416 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Private Wealth Management Group first reported a position in VLY in Q4 2023 and has held it in 10 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Private Wealth Management Group held 416 shares of Valley National Bancorp worth $6.09K as of Q2 2026.
Private Wealth Management Group left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #774 holding.
Private Wealth Management Group first reported a position in Valley National Bancorp in Q4 2023 and has held it in 10 quarters since.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.