VALLEY NATIONAL ADVISERS INC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, VALLEY NATIONAL ADVISERS INC opened 182 positions, added to 175, reduced 219, sold out of 23 and left 163 unchanged. The largest increase in value was AAPL (+$36,310,236); the largest decrease was XOMXXXX (-$3,713).
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 21,891; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 6,161; Shares 2026-06-30 0.
- THC: Country of operation United States; Class COM NEW; Shares 2026-03-31 750; Shares 2026-06-30 0.
- STOK: Country of operation United States; Class COM; Shares 2026-03-31 750; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 773411): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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