AF
VLY icon

Allworth Financial’s Valley National Bancorp VLY Stock Holding History

Allworth Financial’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 		$997K Buy
68,078
+1,518
+2% +$20.6K ﹤0.01% 736
2026
Q1 		$817K Buy
66,560
+6,447
+11% +$80.3K ﹤0.01% 771
2025
Q4 		$702K Buy
60,113
+377
+0.6% +$4.18K ﹤0.01% 804
2025
Q3 		$633K Buy
59,736
+1,198
+2% +$12K ﹤0.01% 803
2025
Q2 		$523K Buy
58,538
+290
+0.5% +$2.52K ﹤0.01% 832
2025
Q1 		$509K Sell
58,248
-276
-0.5% -$2.61K ﹤0.01% 677
2024
Q4 		$574K Buy
58,524
+58,283
+24,184% +$565K ﹤0.01% 660
2024
Q3 		$2.18K Buy
241
+178
+283% +$1.45K ﹤0.01% 2934
2024
Q2 		$506 Sell
63
-843
-93% -$6.16K ﹤0.01% 3372
2024
Q1 		$7.21K Sell
906
-35
-4% -$312 ﹤0.01% 2244
2023
Q4 		$10.2K Buy
941
+7
+0.7% +$63 ﹤0.01% 1972
2023
Q3 		$8K Buy
934
+168
+22% +$1.52K ﹤0.01% 1919
2023
Q2 		$5.94K Sell
766
-903
-54% -$7.18K ﹤0.01% 2029
2023
Q1 		$15.4K Buy
+1,669
New +$18.5K ﹤0.01% 1602
2022
Q4 		– Sell
-1,049
Closed -$11K – 3213
2022
Q3 		$11K Buy
1,049
+1,030
+5,421% +$11.9K ﹤0.01% 1637
2022
Q2 		$0 Sell
19
-1,652
-99% -$19.6K ﹤0.01% 2845
2022
Q1 		$22K Buy
1,671
+180
+12% +$2.51K ﹤0.01% 1229
2021
Q4 		$21K Hold
1,491
– – ﹤0.01% 1110
2021
Q3 		$20K Buy
+1,491
New +$19.3K ﹤0.01% 1038

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

Allworth Financial's VLY Position: Q2 2026 in Review

Allworth Financial increased its Valley National Bancorp (VLY) stake by 2.3% in Q2 2026, buying an estimated $20.6K and bringing the position to 68,078 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Allworth Financial first reported a position in VLY in Q3 2021 and has held it in 19 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Allworth Financial held 68,078 shares of Valley National Bancorp worth $997K as of Q2 2026.
  • Allworth Financial bought 1,518 Valley National Bancorp shares in Q2 2026, an estimated $20.6K.
  • Valley National Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #736 holding.
  • Allworth Financial first reported a position in Valley National Bancorp in Q3 2021 and has held it in 19 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.