Valley National Ban shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Valley National Ban
Tip: Access up to 7 years of quarterly data
All positions including Valley National Ban held by Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $326k | 28k | 11.68 |
| 2025-09-30 | $296k | 28k | 10.60 |
| 2025-06-30 | $249k | 28k | 8.93 |
| 2025-03-31 | $248k | 28k | 8.89 |
| 2024-12-31 | $253k | 28k | 9.06 |
| 2024-09-30 | $253k | 28k | 9.06 |
| 2024-06-30 | $195k | 28k | 6.98 |
| 2024-03-31 | $222k | 28k | 7.96 |
| 2023-12-31 | $303k | 28k | 10.86 |
| 2023-09-30 | $239k | 28k | 8.56 |
| 2023-06-30 | $216k | 28k | 7.75 |
| 2023-03-31 | $258k | 28k | 9.24 |
| 2022-12-31 | $641k | 57k | 11.31 |
| 2022-09-30 | $613k | 57k | 10.81 |
| 2022-06-30 | $590k | 57k | 10.40 |
| 2022-03-31 | $738k | 57k | 13.01 |
| 2021-12-31 | $780k | 57k | 13.75 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management