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Wealth Quarterback LLC

SEC CIK
0001803386
Latest filing
Jul 27, 2026

VLY holding history

Valley National Bancorp in every 13F filed by Wealth Quarterback 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of VLY by Wealth Quarterback LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−11,589−100.0%Sold outHolders
Q2 202411,589$80.9K<0.1%+899+8.4%AddedHolders
Q1 202410,690$85.1K<0.1%−399−3.6%ReducedHolders
Q4 202311,089$120.4K0.1%+20+0.2%AddedHolders
Q3 202311,069$94.8K0.1%−2,079−15.8%ReducedHolders
Q2 202313,148$101.9K0.1%+2,850+27.7%AddedHolders
Q1 202310,298$95.2K0.1%+83+0.8%AddedHolders
Q4 202210,215$115.5K0.1%+86+0.8%AddedHolders
Q3 202210,129$109.0K0.1%+88+0.9%AddedHolders
Q2 202210,041$105.0K0.1%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 20219,840$131.0K0.1%+68+0.7%AddedHolders
Q2 20219,772$132.0K0.1%–No prior filingHolders