Back to VLYPN
HB Wealth Management, LLC → VLYPN
HB Wealth Management, LLC VLYPN Position History
Valley National Bancorp • Banking
Quarters held
4
Latest value
$450K
Q3 2026
Peak value
$472K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $141K |
| Q1 2026 | $271K |
| Q2 2026 | $472K |
| Q3 2026 | $450K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $450K | 41.4K | — | — |
| Q2 2026 | $472K | 32.2K | — | — |
| Q1 2026 | $271K | 22.1K | — | — |
| Q4 2025 | $141K | 12.1K | — | — |
Other funds holding VLYPN
$531.5M
$487.8M
$477.6M
$438.8M
$432.3M
$351.3M
$351.3M