Steward Partners Investment Advisory’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $523K | Buy |
35,703
+9,110
| +34% | +$124K | ﹤0.01% | 1670 |
|
|
2026
Q1 | $327K | Buy |
26,593
+51
| +0.2% | +$635 | ﹤0.01% | 1764 |
|
|
2025
Q4 | $310K | Sell |
26,542
-1,099
| -4% | -$12.2K | ﹤0.01% | 1693 |
|
|
2025
Q3 | $293K | Buy |
27,641
+65
| +0.2% | +$649 | ﹤0.01% | 1667 |
|
|
2025
Q2 | $246K | Buy |
27,576
+65
| +0.2% | +$564 | ﹤0.01% | 1655 |
|
|
2025
Q1 | $245K | Buy |
27,511
+62
| +0.2% | +$586 | ﹤0.01% | 1554 |
|
|
2024
Q4 | $249K | Buy |
27,449
+63
| +0.2% | +$611 | ﹤0.01% | 1499 |
|
|
2024
Q3 | $248K | Sell |
27,386
-11,920
| -30% | -$96.8K | ﹤0.01% | 1417 |
|
|
2024
Q2 | $274K | Sell |
39,306
-844
| -2% | -$6.17K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $320K | Buy |
40,150
+51
| +0.1% | +$454 | ﹤0.01% | 1227 |
|
|
2023
Q4 | $435K | Sell |
40,099
-2,470
| -6% | -$22.2K | 0.01% | 1052 |
|
|
2023
Q3 | $364K | Buy |
42,569
+710
| +2% | +$6.44K | 0.01% | 1047 |
|
|
2023
Q2 | $324K | Sell |
41,859
-6,604
| -14% | -$52.5K | ﹤0.01% | 1090 |
|
|
2023
Q1 | $448K | Buy |
48,463
+46
| +0.1% | +$509 | 0.01% | 970 |
|
|
2022
Q4 | $548K | Buy |
48,417
+2,112
| +5% | +$24.9K | 0.01% | 884 |
|
|
2022
Q3 | $500K | Buy |
46,305
+49
| +0.1% | +$565 | 0.01% | 856 |
|
|
2022
Q2 | $482K | Sell |
46,256
-1,325
| -3% | -$15.7K | 0.01% | 865 |
|
|
2022
Q1 | $620K | Sell |
47,581
-651
| -1% | -$9.07K | 0.01% | 849 |
|
|
2021
Q4 | $663K | Buy |
48,232
+10,387
| +27% | +$144K | 0.01% | 852 |
|
|
2021
Q3 | $504K | Buy |
37,845
+36
| +0.1% | +$465 | 0.01% | 905 |
|
|
2021
Q2 | $508K | Sell |
37,809
-14,965
| -28% | -$209K | 0.01% | 927 |
|
|
2021
Q1 | $725K | Buy |
52,774
+16,900
| +47% | +$204K | 0.01% | 753 |
|
|
2020
Q4 | $350K | Buy |
35,874
+68
| +0.2% | +$592 | 0.01% | 860 |
|
|
2020
Q3 | $245K | Buy |
35,806
+12,711
| +55% | +$94.4K | 0.01% | 880 |
|
|
2020
Q2 | $181K | Buy |
23,095
+1,784
| +8% | +$13.7K | 0.01% | 915 |
|
|
2020
Q1 | $155K | Sell |
21,311
-23,011
| -52% | -$225K | 0.01% | 867 |
|
|
2019
Q4 | $507K | Buy |
44,322
+835
| +2% | +$9.61K | 0.02% | 625 |
|
|
2019
Q3 | $472K | Buy |
43,487
+82
| +0.2% | +$877 | 0.02% | 599 |
|
|
2019
Q2 | $467K | Sell |
43,405
-146
| -0.3% | -$1.5K | 0.02% | 581 |
|
|
2019
Q1 | $417K | Sell |
43,551
-1,467
| -3% | -$14.9K | 0.02% | 559 |
|
|
2018
Q4 | $399K | Sell |
45,018
-879
| -2% | -$8.87K | 0.02% | 541 |
|
|
2018
Q3 | $516K | Sell |
45,897
-9,402
| -17% | -$113K | 0.02% | 496 |
|
|
2018
Q2 | $672K | Buy |
55,299
+399
| +0.7% | +$5.03K | 0.04% | 401 |
|
|
2018
Q1 | $684K | Buy |
+54,900
| New | +$685K | 0.05% | 348 |
|
Other funds holding VLY
NAMI
ACL
Steward Partners Investment Advisory's VLY Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Valley National Bancorp (VLY) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 35,703 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.
Steward Partners Investment Advisory first reported a position in VLY in Q1 2018 and has held it in 34 quarters since. The position peaked at $725K in Q1 2021. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.
- Steward Partners Investment Advisory held 35,703 shares of Valley National Bancorp worth $523K as of Q2 2026.
- Steward Partners Investment Advisory bought 9,110 Valley National Bancorp shares in Q2 2026, an estimated $124K.
- Valley National Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1670 holding.
- Steward Partners Investment Advisory first reported a position in Valley National Bancorp in Q1 2018 and has held it in 34 quarters since.
- Steward Partners Investment Advisory's Valley National Bancorp position peaked at $725K in Q1 2021.
- 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.