SFMG Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

SFMG 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 Q1	$125K	Hold	10,156	–	–	0.01%	311
2025 Q4	$119K	Hold	10,156	–	–	0.01%	299
2025 Q3	$108K	Hold	10,156	–	–	0.01%	303
2025 Q2	$90.7K	Hold	10,156	–	–	0.01%	273
2025 Q1	$90.3K	Hold	10,156	–	–	0.01%	270
2024 Q4	$92K	Hold	10,156	–	–	0.01%	263
2024 Q3	$92K	Hold	10,156	–	–	0.01%	262
2024 Q2	$70.9K	Hold	10,156	–	–	0.01%	259
2024 Q1	$80.8K	Hold	10,156	–	–	0.01%	270
2023 Q4	$110K	Hold	10,156	–	–	0.01%	259
2023 Q3	$86.9K	Hold	10,156	–	–	0.01%	240
2023 Q2	$78.7K	Hold	10,156	–	–	0.01%	241
2023 Q1	$93.8K	Hold	10,156	–	–	0.01%	242
2022 Q4	$115K	Hold	10,156	–	–	0.01%	239
2022 Q3	$112K	Hold	10,156	–	–	0.01%	233
2022 Q2	$106K	Hold	10,156	–	–	0.01%	251
2022 Q1	$132K	Hold	10,156	–	–	0.01%	278
2021 Q4	$140K	Hold	10,156	–	–	0.01%	282
2021 Q3	$135K	Hold	10,156	–	–	0.02%	247
2021 Q2	$136K	Hold	10,156	–	–	0.02%	254
2021 Q1	$140K	Sell	10,156 -1,450	-12%	-$17.5K	0.02%	234
2020 Q4	$113K	Hold	11,606	–	–	0.01%	221
2020 Q3	$80K	Hold	11,606	–	–	0.01%	182
2020 Q2	$91K	Hold	11,606	–	–	0.01%	159
2020 Q1	$85K	Hold	11,606	–	–	0.01%	135
2019 Q4	$133K	Buy	+11,606	New	+$134K	0.02%	165

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

SFMG Wealth Advisors's VLY Position: Q1 2026 in Review

SFMG Wealth Advisors held its Valley National Bancorp (VLY) position steady in Q1 2026 at 10,156 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #311.

SFMG Wealth Advisors first reported a position in VLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $140K in Q4 2021. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

SFMG Wealth Advisors held 10,156 shares of Valley National Bancorp worth $125K as of Q1 2026.
SFMG Wealth Advisors left its Valley National Bancorp share count unchanged in Q1 2026.
Valley National Bancorp made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #311 holding.
SFMG Wealth Advisors first reported a position in Valley National Bancorp in Q4 2019 and has held it in 26 quarters since.
SFMG Wealth Advisors's Valley National Bancorp position peaked at $140K in Q4 2021.
463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.