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

Spire 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
2025 Q2	–	Sell	-29,618	Closed	-$263K	–	2578
2025 Q1	$263K	Buy	+29,618	New	+$280K	0.01%	755
2023 Q3	–	Sell	-12,332	Closed	-$95.6K	–	2469
2023 Q2	$95.6K	Hold	12,332	–	–	﹤0.01%	984
2023 Q1	$113K	Hold	12,332	–	–	﹤0.01%	927
2022 Q4	$139K	Hold	12,332	–	–	0.01%	642
2022 Q3	$133K	Hold	12,332	–	–	0.01%	624
2022 Q2	$128K	Hold	12,332	–	–	0.01%	940
2022 Q1	$161K	Sell	12,332 -6,623	-35%	-$92.3K	﹤0.01%	977
2021 Q4	$261K	Buy	18,955 +6,623	+54%	+$92K	0.01%	976
2021 Q3	$164K	Hold	12,332	–	–	﹤0.01%	1001
2021 Q2	$166K	Sell	12,332 -8,670	-41%	-$121K	﹤0.01%	998
2021 Q1	$291K	Buy	+21,002	New	+$253K	0.01%	884

Other funds holding VLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spire Wealth Management's VLY Position: Q2 2025 in Review

Spire Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 29,618 shares — an estimated $263K sold.

Spire Wealth Management first reported a position in VLY in Q1 2021 and held it in 11 quarters. The position peaked at $291K in Q1 2021. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

Spire Wealth Management reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 29,618 Valley National Bancorp shares in Q2 2025, an estimated $263K.
Spire Wealth Management first reported a position in Valley National Bancorp in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Valley National Bancorp position peaked at $291K in Q1 2021.
395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.