Successful Portfolios’s Valley National Bancorp VLY Stock Holding History

Successful Portfolios’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	$274K	Buy	18,747 +2	+0%	+$27	0.13%	151
2026 Q1	$230K	Sell	18,745 -144,846	-89%	-$1.8M	0.13%	160
2025 Q4	$1.96M	Buy	+163,591	New	+$1.82M	1%	23
2020 Q3	–	Sell	-13,894	Closed	-$109K	–	180
2020 Q2	$109K	Hold	13,894	–	–	0.1%	159
2020 Q1	$102K	Hold	13,894	–	–	0.1%	144
2019 Q4	$159K	Sell	13,894 -37,182	-73%	-$428K	0.14%	157
2019 Q3	$555K	Sell	51,076 -10,994	-18%	-$118K	0.52%	53
2019 Q2	$669K	Sell	62,070 -9,300	-13%	-$95.3K	0.72%	39
2019 Q1	$684K	Hold	71,370	–	–	0.75%	39
2018 Q4	$634K	Sell	71,370 -305	-0.4%	-$3.08K	0.81%	39
2018 Q3	$806K	Hold	71,675	–	–	0.88%	35
2018 Q2	$872K	Hold	71,675	–	–	1.02%	26
2018 Q1	$893K	Buy	+71,675	New	+$894K	1.08%	24

Other funds holding VLY

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Successful Portfolios's VLY Position: Q2 2026 in Review

Successful Portfolios increased its Valley National Bancorp (VLY) stake by 0.01% in Q2 2026, buying an estimated $27 and bringing the position to 18,747 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #151.

Successful Portfolios first reported a position in VLY in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.96M in Q4 2025. 40 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Successful Portfolios held 18,747 shares of Valley National Bancorp worth $274K as of Q2 2026.
Successful Portfolios bought 2 Valley National Bancorp shares in Q2 2026, an estimated $27.
Valley National Bancorp made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #151 holding.
Successful Portfolios first reported a position in Valley National Bancorp in Q1 2018 and has held it in 13 quarters since.
Successful Portfolios's Valley National Bancorp position peaked at $1.96M in Q4 2025.
40 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.