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

Wealth Enhancement Trust 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 		$3.93K Buy
268
+218
+436% +$2.96K ﹤0.01% 887
2026
Q1 		$614 Hold
50
– – ﹤0.01% 745
2025
Q4 		$584 Buy
+50
New +$555 ﹤0.01% 699

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Valley National Bancorp (VLY) stake by 436% in Q2 2026, buying an estimated $2.96K and bringing the position to 268 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Wealth Enhancement Trust Services first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Wealth Enhancement Trust Services held 268 shares of Valley National Bancorp worth $3.93K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 218 Valley National Bancorp shares in Q2 2026, an estimated $2.96K.
  • Valley National Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #887 holding.
  • Wealth Enhancement Trust Services first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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