S
VLY icon

Sachetta’s Valley National Bancorp VLY Stock Holding History

Sachetta’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 		$440 Buy
+30
New +$408 ﹤0.01% 944
2025
Q2 		– Sell
-62
Closed -$558 – 1190
2025
Q1 		$558 Hold
62
– – ﹤0.01% 1025
2024
Q4 		$569 Hold
62
– – ﹤0.01% 1080
2024
Q3 		$569 Hold
62
– – ﹤0.01% 1131
2024
Q2 		$509 Hold
62
– – ﹤0.01% 1168
2024
Q1 		$681 Hold
62
– – ﹤0.01% 1009
2023
Q4 		$681 Buy
+62
New +$556 ﹤0.01% 1009

Other funds holding VLY

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sachetta's VLY Position: Q2 2026 in Review

Sachetta opened a new position in Valley National Bancorp (VLY) in Q2 2026: 30 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Sachetta previously reported a position in VLY as recently as Q1 2025.

Sachetta first reported a position in VLY in Q4 2023 and has held it in 7 quarters since. The position peaked at $681 in Q1 2024. 34 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Sachetta held 30 shares of Valley National Bancorp worth $440 as of Q2 2026.
  • Valley National Bancorp was a new Sachetta position in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #944 holding.
  • Sachetta first reported a position in Valley National Bancorp in Q4 2023 and has held it in 7 quarters since.
  • Sachetta's Valley National Bancorp position peaked at $681 in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.