Valley National Ban shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Valley National Ban
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Quarterly reported holdings in Valley National Ban by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $108k | 10k | 10.60 |
| 2025-06-30 | $91k | 10k | 8.93 |
| 2025-03-31 | $90k | 10k | 8.89 |
| 2024-12-31 | $92k | 10k | 9.06 |
| 2024-09-30 | $92k | 10k | 9.06 |
| 2024-06-30 | $71k | 10k | 6.98 |
| 2024-03-31 | $81k | 10k | 7.96 |
| 2023-12-31 | $110k | 10k | 10.86 |
| 2023-09-30 | $87k | 10k | 8.56 |
| 2023-06-30 | $79k | 10k | 7.75 |
| 2023-03-31 | $94k | 10k | 9.24 |
| 2022-12-31 | $115k | 10k | 11.31 |
| 2022-09-30 | $112k | 10k | 11.03 |
| 2022-06-30 | $106k | 10k | 10.44 |
| 2022-03-31 | $132k | 10k | 13.00 |
| 2021-12-31 | $140k | 10k | 13.79 |
| 2021-09-30 | $135k | 10k | 13.29 |
| 2021-06-30 | $136k | 10k | 13.39 |
| 2021-03-31 | $140k | 10k | 13.79 |
| 2020-12-31 | $113k | 12k | 9.74 |
| 2020-09-30 | $80k | 12k | 6.89 |
| 2020-06-30 | $91k | 12k | 7.84 |
| 2020-03-31 | $85k | 12k | 7.32 |
| 2019-12-31 | $133k | 12k | 11.46 |