Valley National Ban shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Valley National Ban
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Quarterly reported holdings in Valley National Ban by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $240k | 23k | 10.60 |
| 2025-06-30 | $201k | 23k | 8.93 |
| 2024-12-31 | $218k | 24k | 9.06 |
| 2024-09-30 | $219k | 24k | 9.06 |
| 2024-06-30 | $183k | 26k | 6.98 |
| 2024-03-31 | $244k | 31k | 7.96 |
| 2023-12-31 | $284k | 26k | 10.86 |
| 2023-09-30 | $224k | 26k | 8.56 |
| 2023-06-30 | $215k | 28k | 7.75 |
| 2023-03-31 | $243k | 26k | 9.24 |
| 2022-12-31 | $295k | 26k | 11.31 |
| 2022-09-30 | $236k | 22k | 10.78 |
| 2022-06-30 | $204k | 20k | 10.44 |
| 2022-03-31 | $254k | 20k | 13.01 |
| 2021-12-31 | $270k | 20k | 13.77 |
| 2021-09-30 | $240k | 18k | 13.28 |
| 2021-06-30 | $241k | 18k | 13.40 |
| 2021-03-31 | $255k | 19k | 13.75 |
| 2020-12-31 | $185k | 19k | 9.76 |