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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

VLY holding history

Valley National Bancorp in every 13F filed by Transcend Wealth Collective, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLY overviewAll 13F holders of VLYFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of VLY by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−17,641−100.0%Sold outHolders
Q3 202517,641$187.0K<0.1%+1,843+11.7%AddedHolders
Q2 202515,798$141.1K<0.1%+886+5.9%AddedHolders
Q1 202514,912$132.6K<0.1%+55+0.4%AddedHolders
Q4 202414,857$134.6K<0.1%00.0%UnchangedHolders
Q3 202414,857$134.6K<0.1%+14+0.1%AddedHolders
Q2 202414,843$103.6K<0.1%00.0%UnchangedHolders
Q1 202414,843$118.2K<0.1%−373−2.5%ReducedHolders
Q4 202315,216$165.2K<0.1%00.0%UnchangedHolders
Q3 202315,216$130.2K<0.1%00.0%UnchangedHolders
Q2 202315,216$117.9K<0.1%−12−0.1%ReducedHolders
Q1 202315,228$140.7K<0.1%−277−1.8%ReducedHolders
Q4 202215,505$175.4K<0.1%+550+3.7%AddedHolders
Q3 202214,955$162.0K<0.1%00.0%UnchangedHolders
Q2 202214,955$156.0K<0.1%00.0%UnchangedHolders
Q1 202214,955$195.0K<0.1%00.0%UnchangedHolders
Q4 202114,955$206.0K<0.1%00.0%UnchangedHolders
Q3 202114,955$208.0K<0.1%00.0%UnchangedHolders
Q2 202114,955$201.0K<0.1%00.0%UnchangedHolders
Q1 202114,955$207.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.