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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

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Quarterly reported holdings in Valley National Ban by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
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