WealthPlan Investment Management’s Valley National Bancorp VLY Stock Holding History

WealthPlan Investment Management’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	$232K	Hold	15,846	–	–	0.01%	437
2026 Q1	$195K	Hold	15,846	–	–	0.01%	449
2025 Q4	$185K	Hold	15,846	–	–	0.01%	369
2025 Q3	$168K	Hold	15,846	–	–	0.01%	327
2025 Q2	$142K	Hold	15,846	–	–	0.01%	339
2025 Q1	$141K	Hold	15,846	–	–	0.01%	263
2024 Q4	$144K	Hold	15,846	–	–	0.01%	257
2024 Q3	$144K	Hold	15,846	–	–	0.01%	242
2024 Q2	$111K	Hold	15,846	–	–	0.02%	183
2024 Q1	$126K	Sell	15,846 -7,118	-31%	-$63.4K	0.02%	179
2023 Q4	$249K	Hold	22,964	–	–	0.04%	171
2023 Q3	$197K	Hold	22,964	–	–	0.03%	165
2023 Q2	$178K	Hold	22,964	–	–	0.05%	132
2023 Q1	$212K	Hold	22,964	–	–	0.04%	156
2022 Q4	$283K	Hold	22,964	–	–	0.02%	326
2022 Q3	$266K	Buy	+22,964	New	+$265K	0.02%	313
2022 Q1	$275K	Buy	+22,964	New	+$320K	0.02%	329

Other funds holding VLY

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

WealthPlan Investment Management's VLY Position: Q2 2026 in Review

WealthPlan Investment Management held its Valley National Bancorp (VLY) position steady in Q2 2026 at 15,846 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #437.

WealthPlan Investment Management first reported a position in VLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $283K in Q4 2022. 107 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

WealthPlan Investment Management held 15,846 shares of Valley National Bancorp worth $232K as of Q2 2026.
WealthPlan Investment Management left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #437 holding.
WealthPlan Investment Management first reported a position in Valley National Bancorp in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Valley National Bancorp position peaked at $283K in Q4 2022.
107 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.