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Valley National Ban shares owned by Ledgewood Wealth Advisors

Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Ledgewood Wealth Advisors from 13F filings

Historical chart of Ledgewood Wealth Advisors investment in Valley National Ban

Tip: Access up to 7 years of quarterly data

All positions including Valley National Ban held by Ledgewood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valley National Ban by Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $134k 13k 10.60
2025-06-30 $113k 13k 8.93
2025-03-31 $112k 13k 8.89
2024-12-31 $114k 13k 9.06
2024-09-30 $114k 13k 9.06
2023-12-31 $116k 11k 10.86

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View all positions for Ledgewood Wealth Advisors

Top funds holding Valley National Ban

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Millennium Management
Wellington Management Company
Macquarie Group
Geode Capital Management
Azora Capital
Hanna Zanoni
Victory Capital Management
Goldman Sachs Group
Charles Schwab Investment Management
American Century Companies
Bank of New York Mellon

View all funds holding Valley National Ban