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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

VLY holding history

Valley National Bancorp in every 13F filed by Confluence Wealth Services, Inc., 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 (Q2 2026)
55,464
Value
$812.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of VLY by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,464$812.5K<0.1%+290+0.5%AddedHolders
Q1 202655,174$677.5K<0.1%00.0%UnchangedHolders
Q4 202555,174$644.4K<0.1%00.0%UnchangedHolders
Q3 202555,174$584.8K<0.1%00.0%UnchangedHolders
Q2 202555,174$492.7K<0.1%00.0%UnchangedHolders
Q1 202555,174$476.2K<0.1%00.0%UnchangedHolders
Q4 202455,174$539.6K<0.1%00.0%UnchangedHolders
Q3 202455,174$499.9K<0.1%00.0%UnchangedHolders
Q2 202455,174$385.1K<0.1%00.0%UnchangedHolders
Q1 202455,174$439.2K<0.1%00.0%UnchangedHolders
Q4 202355,174$599.2K0.1%00.0%UnchangedHolders
Q3 202355,174$472.3K0.1%00.0%UnchangedHolders
Q2 202355,174$427.6K0.1%00.0%UnchangedHolders
Q1 202355,174$509.8K0.1%00.0%UnchangedHolders
Q4 202255,174$624.0K0.2%00.0%UnchangedHolders
Q3 202255,174$595.0K0.3%00.0%UnchangedHolders
Q2 202255,174$686.0K0.3%00.0%UnchangedHolders
Q1 202255,174$718.0K0.3%00.0%UnchangedHolders
Q4 202155,174$758.0K0.2%–No prior filingHolders