SWA
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Sax Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Sax Wealth Advisors’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 		$288K Sell
23,487
-307
-1% -$4.17K 0.01% 455
2026
Q1 		$278K Hold
23,794
– – 0.01% 410
2025
Q4 		$278K Buy
23,794
+1,198
+5% +$13.3K 0.01% 416
2025
Q3 		$240K Buy
22,596
+115
+0.5% +$1.15K 0.01% 393
2025
Q2 		$201K Sell
22,481
-811
-3% -$7.04K 0.01% 411
2025
Q1 		$207K Sell
23,292
-774
-3% -$7.32K 0.01% 348
2024
Q4 		$218K Sell
24,066
-100
-0.4% -$970 0.02% 309
2024
Q3 		$219K Sell
24,166
-2,031
-8% -$16.5K 0.02% 266
2024
Q2 		$183K Sell
26,197
-4,391
-14% -$32.1K 0.02% 267
2024
Q1 		$243K Buy
30,588
+4,464
+17% +$39.8K 0.03% 163
2023
Q4 		$284K Hold
26,124
– – 0.05% 153
2023
Q3 		$224K Sell
26,124
-1,550
-6% -$14.1K 0.04% 162
2023
Q2 		$214K Buy
27,674
+1,341
+5% +$10.7K 0.04% 161
2023
Q1 		$243K Buy
26,333
+229
+0.9% +$2.53K 0.05% 150
2022
Q4 		$295K Buy
26,104
+4,215
+19% +$49.6K 0.07% 135
2022
Q3 		$236K Buy
21,889
+2,340
+12% +$27K 0.06% 145
2022
Q2 		$204K Buy
19,549
+20
+0.1% +$238 0.05% 158
2022
Q1 		$254K Sell
19,529
-86
-0.4% -$1.2K 0.06% 148
2021
Q4 		$270K Buy
19,615
+1,546
+9% +$21.5K 0.06% 151
2021
Q3 		$240K Buy
18,069
+87
+0.5% +$1.12K 0.06% 148
2021
Q2 		$241K Sell
17,982
-565
-3% -$7.89K 0.08% 135
2021
Q1 		$255K Sell
18,547
-415
-2% -$5K 0.09% 121
2020
Q4 		$185K Buy
+18,962
New +$165K 0.09% 130

Other funds holding VLY

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return