Planning Strategies Inc.’s Valley National Bancorp VLY Stock Holding History

Planning Strategies Inc.’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	$15	Buy	+1	New	+$14	﹤0.01%	1065

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

Planning Strategies Inc.'s VLY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Valley National Bancorp (VLY) in Q2 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings.

107 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Planning Strategies Inc. held 1 share of Valley National Bancorp worth $15 as of Q2 2026.
Valley National Bancorp was a new Planning Strategies Inc. position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1065 holding.
107 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.