Smallwood Wealth Investment Management’s Valley National Bancorp VLY Stock Holding History

Smallwood Wealth Investment 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	$409K	Hold	27,915	–	–	0.18%	59
2026 Q1	$343K	Hold	27,915	–	–	0.18%	58
2025 Q4	$326K	Hold	27,915	–	–	0.17%	62
2025 Q3	$296K	Hold	27,915	–	–	0.15%	70
2025 Q2	$249K	Hold	27,915	–	–	0.14%	70
2025 Q1	$248K	Hold	27,915	–	–	0.16%	67
2024 Q4	$253K	Hold	27,915	–	–	0.17%	69
2024 Q3	$253K	Hold	27,915	–	–	0.18%	62
2024 Q2	$195K	Hold	27,915	–	–	0.15%	66
2024 Q1	$222K	Hold	27,915	–	–	0.17%	63
2023 Q4	$303K	Hold	27,915	–	–	0.25%	53
2023 Q3	$239K	Hold	27,915	–	–	0.22%	57
2023 Q2	$216K	Hold	27,915	–	–	0.19%	58
2023 Q1	$258K	Sell	27,915 -28,800	-51%	-$319K	0.24%	54
2022 Q4	$641K	Hold	56,715	–	–	0.54%	33
2022 Q3	$613K	Hold	56,715	–	–	0.55%	37
2022 Q2	$590K	Hold	56,715	–	–	0.6%	31
2022 Q1	$738K	Hold	56,715	–	–	0.7%	25
2021 Q4	$780K	Buy	+56,715	New	+$787K	0.73%	24

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Smallwood Wealth Investment Management's VLY Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Valley National Bancorp (VLY) position steady in Q2 2026 at 27,915 shares worth $409K. The position accounts for 0.18% of the portfolio, ranked #59.

Smallwood Wealth Investment Management first reported a position in VLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $780K in Q4 2021. 178 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Smallwood Wealth Investment Management held 27,915 shares of Valley National Bancorp worth $409K as of Q2 2026.
Smallwood Wealth Investment Management left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.18% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #59 holding.
Smallwood Wealth Investment Management first reported a position in Valley National Bancorp in Q4 2021 and has held it in 19 quarters since.
Smallwood Wealth Investment Management's Valley National Bancorp position peaked at $780K in Q4 2021.
178 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.