RAFFA WEALTH MANAGEMENT, LLC’s Valley National Bancorp VLY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$1.32K	Hold	90	–	–	﹤0.01%	936
2026 Q1	$1.1K	Buy	90 +7	+8%	+$87	﹤0.01%	920
2025 Q4	$969	Hold	83	–	–	﹤0.01%	927
2025 Q3	$880	Hold	83	–	–	﹤0.01%	921
2025 Q2	$741	Hold	83	–	–	﹤0.01%	927
2025 Q1	$738	Hold	83	–	–	﹤0.01%	892
2024 Q4	$752	Hold	83	–	–	﹤0.01%	929
2024 Q3	$752	Hold	83	–	–	﹤0.01%	911
2024 Q2	$579	Hold	83	–	–	﹤0.01%	1026
2024 Q1	$661	Hold	83	–	–	﹤0.01%	999
2023 Q4	$901	Hold	83	–	–	﹤0.01%	850
2023 Q3	$710	Hold	83	–	–	﹤0.01%	875
2023 Q2	$643	Hold	83	–	–	﹤0.01%	912
2023 Q1	$767	Hold	83	–	–	﹤0.01%	869
2022 Q4	$939	Hold	83	–	–	﹤0.01%	794
2022 Q3	$896	Hold	83	–	–	﹤0.01%	839
2022 Q2	$864	Hold	83	–	–	﹤0.01%	860
2022 Q1	$1.08K	Hold	83	–	–	﹤0.01%	836
2021 Q4	$1.14K	Hold	83	–	–	﹤0.01%	823
2021 Q3	$1.1K	Hold	83	–	–	﹤0.01%	787
2021 Q2	$1.11K	Hold	83	–	–	﹤0.01%	790
2021 Q1	$1.14K	Hold	83	–	–	﹤0.01%	785
2020 Q4	$809	Hold	83	–	–	﹤0.01%	785
2020 Q3	$569	Hold	83	–	–	﹤0.01%	785
2020 Q2	$649	Hold	83	–	–	﹤0.01%	766
2020 Q1	$607	Hold	83	–	–	﹤0.01%	710
2019 Q4	$950	Hold	83	–	–	﹤0.01%	643
2019 Q3	$902	Buy	+83	New	+$888	﹤0.01%	637
2019 Q2	–	Sell	-83	Closed	-$795	–	1369
2019 Q1	$795	Hold	83	–	–	﹤0.01%	645
2018 Q4	$737	Hold	83	–	–	﹤0.01%	653
2018 Q3	$934	Hold	83	–	–	﹤0.01%	647
2018 Q2	$1.01K	Hold	83	–	–	﹤0.01%	575
2018 Q1	$1.03K	Buy	+83	New	+$1.03K	﹤0.01%	534

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

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

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 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

RAFFA WEALTH MANAGEMENT, LLC's VLY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Valley National Bancorp (VLY) position steady in Q2 2026 at 90 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VLY in Q1 2018 and has held it in 33 quarters since. 107 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 90 shares of Valley National Bancorp worth $1.32K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #936 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Valley National Bancorp in Q1 2018 and has held it in 33 quarters since.
107 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.