Annis Gardner Whiting Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$421K	Sell	28,564 -920	-3%	-$12.5K	0.06%	227
2026 Q1	$364K	Sell	29,484 -2,000	-6%	-$24.9K	0.06%	226
2025 Q4	$370K	Buy	31,484 +138	+0.4%	+$1.53K	0.07%	222
2025 Q3	$335K	Buy	31,346 +9	+0%	+$90	0.07%	220
2025 Q2	$282K	Sell	31,337 -3,708	-11%	-$32.2K	0.1%	183
2025 Q1	$314K	Buy	35,045 +940	+3%	+$8.89K	0.13%	145
2024 Q4	$312K	Hold	34,105	–	–	0.09%	173
2024 Q3	$312K	Sell	34,105 -7,982	-19%	-$64.8K	0.09%	179
2024 Q2	$297K	Hold	42,087	–	–	0.08%	184
2024 Q1	$338K	Buy	42,087 +16,387	+64%	+$146K	0.12%	138
2023 Q4	$281K	Hold	25,700	–	–	0.12%	127
2023 Q3	$221K	Buy	+25,700	New	+$233K	0.12%	130

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VLY Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Valley National Bancorp (VLY) stake by 3.1% in Q2 2026, selling an estimated $12.5K and leaving 28,564 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #227.

Annis Gardner Whiting Capital Advisors first reported a position in VLY in Q3 2023 and has held it in 12 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 28,564 shares of Valley National Bancorp worth $421K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 920 Valley National Bancorp shares in Q2 2026, an estimated $12.5K.
Valley National Bancorp made up 0.06% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #227 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Valley National Bancorp in Q3 2023 and has held it in 12 quarters since.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.