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WealthTrak Capital Management’s Valley National Bancorp VLY Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-40
Closed -$358 – 857
2025
Q2 		$358 Hold
40
– – ﹤0.01% 733
2025
Q1 		$356 Sell
40
-15
-27% -$142 ﹤0.01% 728
2024
Q4 		$499 Buy
+55
New +$534 ﹤0.01% 579

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

WealthTrak Capital Management's VLY Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Valley National Bancorp (VLY) in Q3 2025, closing a stake of 40 shares — an estimated $358 sold.

WealthTrak Capital Management first reported a position in VLY in Q4 2024 and held it in 3 quarters. The position peaked at $499 in Q4 2024. 407 funds tracked by Wall St. Rank hold VLY as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Valley National Bancorp position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 40 Valley National Bancorp shares in Q3 2025, an estimated $358.
  • WealthTrak Capital Management first reported a position in Valley National Bancorp in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Valley National Bancorp position peaked at $499 in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.