WPA
VLY icon

Wealth Preservation Advisors’s Valley National Bancorp VLY Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-681
Closed -$8.36K – 918
2026
Q1 		$8.36K Buy
+681
New +$8.48K 0.01% 431

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 Preservation Advisors's VLY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 681 shares — an estimated $8.36K sold.

Wealth Preservation Advisors first reported a position in VLY in Q1 2026 and held it in 1 quarter. The position peaked at $8.36K in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 681 Valley National Bancorp shares in Q2 2026, an estimated $8.36K.
  • Wealth Preservation Advisors first reported a position in Valley National Bancorp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Valley National Bancorp position peaked at $8.36K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.