Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Valley National Bancorp VLY Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,863
Closed -$30.3K – 2843
2025
Q3 		$30.3K Buy
+2,863
New +$28.6K ﹤0.01% 1459

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Azora Capital LP
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s VLY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 2,863 shares — an estimated $30.3K sold.

Wealthspire Advisors (New York) first reported a position in VLY in Q3 2025 and held it in 1 quarter. The position peaked at $30.3K in Q3 2025. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,863 Valley National Bancorp shares in Q4 2025, an estimated $30.3K.
  • Wealthspire Advisors (New York) first reported a position in Valley National Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Valley National Bancorp position peaked at $30.3K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.