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James T. Borello RIA’s Valley National Bancorp VLY Stock Holding History

James T. Borello RIA’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
Q3 		$4.58K Hold
363
– – ﹤0.01% 805
2026
Q2 		$5.32K Hold
363
– – ﹤0.01% 772
2026
Q1 		$4.46K Buy
+363
New +$4.52K ﹤0.01% 790

Other funds holding VLY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

James T. Borello RIA's VLY Position: Q3 2026 in Review

James T. Borello RIA held its Valley National Bancorp (VLY) position steady in Q3 2026 at 363 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

James T. Borello RIA first reported a position in VLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.32K in Q2 2026. 44 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • James T. Borello RIA held 363 shares of Valley National Bancorp worth $4.58K as of Q3 2026.
  • James T. Borello RIA left its Valley National Bancorp share count unchanged in Q3 2026.
  • Valley National Bancorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #805 holding.
  • James T. Borello RIA first reported a position in Valley National Bancorp in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Valley National Bancorp position peaked at $5.32K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.