Wealth Advisors of Tampa Bay’s Valley National Bancorp VLY Stock Holding History

Wealth Advisors of Tampa Bay’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 Q1	$196K	Hold	15,979	–	–	0.06%	91
2025 Q4	$187K	Hold	15,979	–	–	0.06%	90
2025 Q3	$169K	Hold	15,979	–	–	0.06%	92
2025 Q2	$143K	Hold	15,979	–	–	0.05%	88
2025 Q1	$142K	Hold	15,979	–	–	0.06%	95
2024 Q4	$145K	Hold	15,979	–	–	0.06%	84
2024 Q3	$145K	Hold	15,979	–	–	0.06%	86
2024 Q2	$112K	Hold	15,979	–	–	0.05%	80
2024 Q1	$127K	Hold	15,979	–	–	0.06%	80
2023 Q4	$174K	Sell	15,979 -15,979	-50%	-$143K	0.09%	79
2023 Q3	$274K	Buy	31,958 +15,979	+100%	+$145K	0.08%	85
2023 Q2	$124K	Hold	15,979	–	–	0.07%	76
2023 Q1	$148K	Hold	15,979	–	–	0.08%	75
2022 Q4	$181K	Hold	15,979	–	–	0.11%	71
2022 Q3	$173K	Sell	15,979 -15,979	-50%	-$184K	0.12%	75
2022 Q2	$333K	Hold	31,958	–	–	0.1%	78
2022 Q1	$416K	Hold	31,958	–	–	0.11%	75
2021 Q4	$439K	Buy	31,958 +15,979	+100%	+$222K	0.11%	81
2021 Q3	$213K	Hold	15,979	–	–	0.12%	80
2021 Q2	$215K	Hold	15,979	–	–	0.12%	81
2021 Q1	$220K	Hold	15,979	–	–	0.13%	79
2020 Q4	$156K	Hold	15,979	–	–	0.11%	73
2020 Q3	$109K	Hold	15,979	–	–	0.08%	73
2020 Q2	$125K	Hold	15,979	–	–	0.1%	67
2020 Q1	$117K	Hold	15,979	–	–	0.13%	64
2019 Q4	$183K	Hold	15,979	–	–	0.17%	61
2019 Q3	$174K	Hold	15,979	–	–	0.14%	68
2019 Q2	$172K	Hold	15,979	–	–	0.12%	72
2019 Q1	$153K	Hold	15,979	–	–	0.11%	69
2018 Q4	$142K	Hold	15,979	–	–	0.12%	67
2018 Q3	$180K	Hold	15,979	–	–	0.13%	69
2018 Q2	$196K	Hold	15,979	–	–	0.15%	69
2018 Q1	$199K	Hold	15,979	–	–	0.14%	69
2017 Q4	$184K	Buy	+15,979	New	+$185K	0.13%	68

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Wealth Advisors of Tampa Bay's VLY Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its Valley National Bancorp (VLY) position steady in Q1 2026 at 15,979 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #91.

Wealth Advisors of Tampa Bay first reported a position in VLY in Q4 2017 and has held it in 34 quarters since. The position peaked at $439K in Q4 2021. 465 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Wealth Advisors of Tampa Bay held 15,979 shares of Valley National Bancorp worth $196K as of Q1 2026.
Wealth Advisors of Tampa Bay left its Valley National Bancorp share count unchanged in Q1 2026.
Valley National Bancorp made up 0.06% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #91 holding.
Wealth Advisors of Tampa Bay first reported a position in Valley National Bancorp in Q4 2017 and has held it in 34 quarters since.
Wealth Advisors of Tampa Bay's Valley National Bancorp position peaked at $439K in Q4 2021.
465 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.