SYM Financial Corp
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SYM Financial Corp’s Valley National Bancorp VLY Stock Holding History

SYM Financial Corp’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
Q3 		$294K Buy
23,258
+383
+2% +$5.43K 0.02% 293
2026
Q2 		$335K Buy
22,875
+539
+2% +$7.32K 0.03% 227
2026
Q1 		$274K Buy
22,336
+31
+0.1% +$386 0.03% 240
2025
Q4 		$261K Buy
22,305
+44
+0.2% +$488 0.03% 264
2025
Q3 		$236K Buy
22,261
+81
+0.4% +$809 0.03% 272
2025
Q2 		$198K Sell
22,180
-3,922
-15% -$34.1K 0.02% 312
2025
Q1 		$232K Buy
26,102
+4,547
+21% +$43K 0.03% 228
2024
Q4 		$195K Buy
21,555
+116
+0.5% +$1.12K 0.03% 240
2024
Q3 		$194K Buy
21,439
+140
+0.7% +$1.14K 0.03% 181
2024
Q2 		$149K Buy
+21,299
New +$156K 0.02% 170

Other funds holding VLY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

SYM Financial Corp's VLY Position: Q3 2026 in Review

SYM Financial Corp increased its Valley National Bancorp (VLY) stake by 1.7% in Q3 2026, buying an estimated $5.43K and bringing the position to 23,258 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #293.

SYM Financial Corp first reported a position in VLY in Q2 2024 and has held it in 10 quarters since. The position peaked at $335K in Q2 2026. 230 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • SYM Financial Corp held 23,258 shares of Valley National Bancorp worth $294K as of Q3 2026.
  • SYM Financial Corp bought 383 Valley National Bancorp shares in Q3 2026, an estimated $5.43K.
  • Valley National Bancorp made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #293 holding.
  • SYM Financial Corp first reported a position in Valley National Bancorp in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Valley National Bancorp position peaked at $335K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.