Wealth Enhancement Advisory Services
VLY icon

Wealth Enhancement Advisory Services’s Valley National Bancorp VLY Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.88M Buy
208,446
+5,543
+3% +$75.3K ﹤0.01% 1345
2026
Q1 		$2.37M Buy
202,903
+47,293
+30% +$589K ﹤0.01% 1296
2025
Q4 		$1.88M Buy
155,610
+19,943
+15% +$221K ﹤0.01% 1550
2025
Q3 		$1.47M Buy
135,667
+18,067
+15% +$181K ﹤0.01% 1632
2025
Q2 		$1.14M Sell
117,600
-30,233
-20% -$263K ﹤0.01% 1671
2025
Q1 		$1.31M Buy
147,833
+103,159
+231% +$976K ﹤0.01% 1464
2024
Q4 		$405K Buy
44,674
+2,125
+5% +$20.6K ﹤0.01% 2146
2024
Q3 		$385K Buy
42,549
+6,521
+18% +$53K ﹤0.01% 2007
2024
Q2 		$251K Buy
36,028
+707
+2% +$5.16K ﹤0.01% 2115
2024
Q1 		$281K Sell
35,321
-5,298
-13% -$47.2K ﹤0.01% 1962
2023
Q4 		$441K Buy
40,619
+7,232
+22% +$64.9K ﹤0.01% 1587
2023
Q3 		$286K Buy
+33,387
New +$303K ﹤0.01% 1771

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's VLY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Valley National Bancorp (VLY) stake by 2.7% in Q2 2026, buying an estimated $75.3K and bringing the position to 208,446 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Wealth Enhancement Advisory Services first reported a position in VLY in Q3 2023 and has held it in 12 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 208,446 shares of Valley National Bancorp worth $2.88M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,543 Valley National Bancorp shares in Q2 2026, an estimated $75.3K.
  • Valley National Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1345 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valley National Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.