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AE Wealth Management’s Valley National Bancorp VLY Stock Holding History

AE Wealth Management’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Buy
49,734
+8,142
+20% +$111K ﹤0.01% 1045
2026
Q1 		$511K Buy
41,592
+1,629
+4% +$20.3K ﹤0.01% 1097
2025
Q4 		$467K Buy
39,963
+18,062
+82% +$200K ﹤0.01% 1085
2025
Q3 		$232K Buy
21,901
+8,713
+66% +$87.1K ﹤0.01% 1326
2025
Q2 		$118K Buy
13,188
+63
+0.5% +$547 ﹤0.01% 1438
2025
Q1 		$117K Buy
13,125
+18
+0.1% +$170 ﹤0.01% 1406
2024
Q4 		$119K Buy
13,107
+332
+3% +$3.22K ﹤0.01% 1393
2024
Q3 		$116K Buy
12,775
+1,159
+10% +$9.41K ﹤0.01% 1204
2024
Q2 		$81.1K Buy
+11,616
New +$84.8K ﹤0.01% 1206
2024
Q1 		– Sell
-13,894
Closed -$144K – 1969
2023
Q4 		$144K Buy
13,894
+1,802
+15% +$16.2K ﹤0.01% 1919
2023
Q3 		$104K Buy
12,092
+258
+2% +$2.34K ﹤0.01% 1834
2023
Q2 		$91.7K Sell
11,834
-93
-0.8% -$740 ﹤0.01% 1816
2023
Q1 		$110K Buy
11,927
+263
+2% +$2.91K ﹤0.01% 1785
2022
Q4 		$132K Buy
11,664
+470
+4% +$5.53K ﹤0.01% 1704
2022
Q3 		$121K Sell
11,194
-1,066
-9% -$12.3K ﹤0.01% 1650
2022
Q2 		$128K Buy
12,260
+58
+0.5% +$689 ﹤0.01% 1629
2022
Q1 		$159K Buy
12,202
+598
+5% +$8.34K ﹤0.01% 1595
2021
Q4 		$160K Buy
+11,604
New +$161K ﹤0.01% 1618

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AE Wealth Management's VLY Position: Q2 2026 in Review

AE Wealth Management increased its Valley National Bancorp (VLY) stake by 20% in Q2 2026, buying an estimated $111K and bringing the position to 49,734 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

AE Wealth Management first reported a position in VLY in Q4 2021 and has held it in 18 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • AE Wealth Management held 49,734 shares of Valley National Bancorp worth $729K as of Q2 2026.
  • AE Wealth Management bought 8,142 Valley National Bancorp shares in Q2 2026, an estimated $111K.
  • Valley National Bancorp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1045 holding.
  • AE Wealth Management first reported a position in Valley National Bancorp in Q4 2021 and has held it in 18 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.