Valley National Ban shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Valley National Ban
Tip: Access up to 7 years of quarterly data
All positions including Valley National Ban held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Valley National Ban by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $500k | 55k | 9.06 |
| 2024-06-30 | $385k | 55k | 6.98 |
| 2024-03-31 | $439k | 55k | 7.96 |
| 2023-12-31 | $599k | 55k | 10.86 |
| 2023-09-30 | $472k | 55k | 8.56 |
| 2023-06-30 | $428k | 55k | 7.75 |
| 2023-03-31 | $510k | 55k | 9.24 |
| 2022-12-31 | $624k | 55k | 11.31 |
| 2022-09-30 | $595k | 55k | 10.78 |
| 2022-06-30 | $686k | 55k | 12.43 |
| 2022-03-31 | $718k | 55k | 13.01 |
| 2021-12-31 | $758k | 55k | 13.74 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services