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Waypoint Wealth Counsel’s Valley National Bancorp VLY Stock Holding History

Waypoint Wealth Counsel’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
2025
Q4 		– Sell
-11,214
Closed -$119K – 324
2025
Q3 		$119K Buy
+11,214
New +$112K 0.05% 261

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waypoint Wealth Counsel's VLY Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 11,214 shares — an estimated $119K sold.

Waypoint Wealth Counsel first reported a position in VLY in Q3 2025 and held it in 1 quarter. The position peaked at $119K in Q3 2025. 455 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 11,214 Valley National Bancorp shares in Q4 2025, an estimated $119K.
  • Waypoint Wealth Counsel first reported a position in Valley National Bancorp in Q3 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Valley National Bancorp position peaked at $119K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.