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Twin Peaks Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-176
Closed -$2.16K – 2134
2026
Q1 		$2.16K Buy
+176
New +$2.19K ﹤0.01% 1686
2025
Q3 		– Sell
-176
Closed -$1.72K – 2060
2025
Q2 		$1.72K Buy
+176
New +$1.53K ﹤0.01% 1664

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's VLY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 176 shares — an estimated $2.16K sold.

Twin Peaks Wealth Advisors first reported a position in VLY in Q2 2025 and held it in 2 quarters. The position peaked at $2.16K in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 176 Valley National Bancorp shares in Q2 2026, an estimated $2.16K.
  • Twin Peaks Wealth Advisors first reported a position in Valley National Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Valley National Bancorp position peaked at $2.16K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.