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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

VLY holding history

Valley National Bancorp in every 13F filed by W Advisors, 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 (Q2 2026)
13,339
Value
$195.4K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of VLY by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,339$195.4K0.1%00.0%UnchangedHolders
Q1 202613,339$163.8K0.1%00.0%UnchangedHolders
Q4 202513,339$155.8K0.1%00.0%UnchangedHolders
Q3 202513,339$141.4K0.1%00.0%UnchangedHolders
Q2 202513,339$119.1K0.1%00.0%UnchangedHolders
Q1 202513,339$118.6K0.1%00.0%UnchangedHolders
Q4 202413,339$120.9K0.1%00.0%UnchangedHolders
Q3 202413,339$120.9K0.1%00.0%UnchangedHolders
Q2 202413,339$93.1K0.1%00.0%UnchangedHolders
Q1 202413,339$106.2K0.1%00.0%UnchangedHolders
Q4 202313,339$144.9K0.1%00.0%UnchangedHolders
Q3 202313,339$114.2K0.1%00.0%UnchangedHolders
Q2 202313,339$103.4K0.1%00.0%UnchangedHolders
Q1 202313,339$123.3K0.1%00.0%UnchangedHolders
Q4 202213,339$150.9K0.1%00.0%UnchangedHolders
Q3 202213,339$144.0K0.1%00.0%UnchangedHolders
Q2 202213,339$139.0K0.1%00.0%UnchangedHolders
Q1 202213,339$174.0K0.1%00.0%UnchangedHolders
Q4 202113,339$183.0K0.1%–No prior filingHolders