Valley National Advisers’s Arm ARM Stock Holding History

Valley National Advisers’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$308K	Hold	870	–	–	0.03%	217
2026 Q1	$131K	Buy	870 +638	+275%	+$77.4K	0.02%	284
2025 Q4	$25K	Hold	232	–	–	﹤0.01%	473
2025 Q3	$32K	Hold	232	–	–	0.01%	426
2025 Q2	$37K	Sell	232 -531	-70%	-$65.9K	0.01%	410
2025 Q1	$81K	Buy	763 +150	+24%	+$20.9K	0.01%	315
2024 Q4	$75K	Buy	613 +72	+13%	+$10.2K	0.01%	309
2024 Q3	$77K	Buy	541 +226	+72%	+$32.1K	0.01%	306
2024 Q2	$51K	Buy	315 +261	+483%	+$32.5K	0.01%	387
2024 Q1	$6K	Buy	+54	New	+$5.72K	﹤0.01%	733

Other funds holding ARM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Valley National Advisers's ARM Position: Q2 2026 in Review

Valley National Advisers held its Arm (ARM) position steady in Q2 2026 at 870 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #217.

Valley National Advisers first reported a position in ARM in Q1 2024 and has held it in 10 quarters since. 956 funds tracked by Wall St. Rank hold ARM as of Q2 2026.

Valley National Advisers held 870 shares of Arm worth $308K as of Q2 2026.
Valley National Advisers left its Arm share count unchanged in Q2 2026.
Arm made up 0.03% of Valley National Advisers's portfolio in Q2 2026, its #217 holding.
Valley National Advisers first reported a position in Arm in Q1 2024 and has held it in 10 quarters since.
956 funds tracked by Wall St. Rank held Arm as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.