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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

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 $3.38T AUM 44.17% 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

Sax Wealth Advisors's VLY Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Valley National Bancorp (VLY) stake by 1.3% in Q2 2026, selling an estimated $4.17K and leaving 23,487 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #455.

Sax Wealth Advisors first reported a position in VLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $295K in Q4 2022. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Sax Wealth Advisors held 23,487 shares of Valley National Bancorp worth $288K as of Q2 2026.
  • Sax Wealth Advisors sold 307 Valley National Bancorp shares in Q2 2026, an estimated $4.17K.
  • Valley National Bancorp made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #455 holding.
  • Sax Wealth Advisors first reported a position in Valley National Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Valley National Bancorp position peaked at $295K in Q4 2022.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.