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Smallwood Wealth Investment Management, LLC → VLYPN
Smallwood Wealth Investment Management, LLC VLYPN Position History
Valley National Bancorp • Banking
Quarters held
4
Latest value
$352K
Q3 2026
Peak value
$409K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $326K |
| Q1 2026 | $343K |
| Q2 2026 | $409K |
| Q3 2026 | $352K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $352K | 27.9K | — | — |
| Q2 2026 | $409K | 27.9K | — | — |
| Q1 2026 | $343K | 27.9K | — | — |
| Q4 2025 | $326K | 27.9K | — | — |
Other funds holding VLYPN
$531.5M
$487.8M
$477.6M
$438.8M
$432.3M
$351.3M
$351.3M