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SHP Wealth Management’s Valley National Bancorp VLY Stock Holding History

SHP Wealth Management’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 		$352 Buy
+24
New +$326 ﹤0.01% 1805

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 $3.37T AUM 44.26% 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

SHP Wealth Management's VLY Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 24 shares worth $352. The stake represents ﹤0.01% of the portfolio and ranks #1805 among its holdings.

471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • SHP Wealth Management held 24 shares of Valley National Bancorp worth $352 as of Q2 2026.
  • Valley National Bancorp was a new SHP Wealth Management position in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1805 holding.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.