Back to VLYPN
SAX WEALTH ADVISORS, LLC → VLYPN
SAX WEALTH ADVISORS, LLC VLYPN Position History
Valley National Bancorp • Banking
Quarters held
5
Latest value
$306K
Q3 2026
Peak value
$306K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $240K |
| Q4 2025 | $278K |
| Q1 2026 | $278K |
| Q2 2026 | $288K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 24.2K | — | — |
| Q2 2026 | $288K | 23.5K | — | — |
| Q1 2026 | $278K | 23.8K | — | — |
| Q4 2025 | $278K | 23.8K | — | — |
| Q3 2025 | $240K | 22.6K | — | — |
Other funds holding VLYPN
$531.5M
$487.8M
$477.6M
$438.8M
$432.3M
$351.3M
$351.3M