W Advisors LLC’s Valley National Bancorp VLY Stock Holding History

W Advisors LLC’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	$195K	Hold	13,339	–	–	0.09%	153
2026 Q1	$164K	Hold	13,339	–	–	0.08%	140
2025 Q4	$156K	Hold	13,339	–	–	0.08%	141
2025 Q3	$141K	Hold	13,339	–	–	0.07%	138
2025 Q2	$119K	Hold	13,339	–	–	0.07%	125
2025 Q1	$119K	Hold	13,339	–	–	0.07%	118
2024 Q4	$121K	Hold	13,339	–	–	0.07%	114
2024 Q3	$121K	Hold	13,339	–	–	0.07%	116
2024 Q2	$93.1K	Hold	13,339	–	–	0.06%	112
2024 Q1	$106K	Hold	13,339	–	–	0.07%	109
2023 Q4	$145K	Hold	13,339	–	–	0.11%	111
2023 Q3	$114K	Hold	13,339	–	–	0.09%	99
2023 Q2	$103K	Hold	13,339	–	–	0.08%	103
2023 Q1	$123K	Hold	13,339	–	–	0.1%	100
2022 Q4	$151K	Hold	13,339	–	–	0.13%	105
2022 Q3	$144K	Hold	13,339	–	–	0.13%	97
2022 Q2	$139K	Hold	13,339	–	–	0.12%	104
2022 Q1	$174K	Hold	13,339	–	–	0.13%	110
2021 Q4	$183K	Buy	+13,339	New	+$185K	0.14%	104

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

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

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

W Advisors LLC's VLY Position: Q2 2026 in Review

W Advisors LLC held its Valley National Bancorp (VLY) position steady in Q2 2026 at 13,339 shares worth $195K. The position accounts for 0.09% of the portfolio, ranked #153.

W Advisors LLC first reported a position in VLY in Q4 2021 and has held it in 19 quarters since. 132 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

W Advisors LLC held 13,339 shares of Valley National Bancorp worth $195K as of Q2 2026.
W Advisors LLC left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.09% of W Advisors LLC's portfolio in Q2 2026, its #153 holding.
W Advisors LLC first reported a position in Valley National Bancorp in Q4 2021 and has held it in 19 quarters since.
132 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.