Atria Investments’s Valley National Bancorp VLY Stock Holding History

Atria Investments’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	$1.2M	Buy	81,680 +1,244	+2%	+$16.9K	0.01%	1016
2026 Q1	$988K	Sell	80,436 -5,654	-7%	-$70.4K	0.01%	1060
2025 Q4	$1.01M	Buy	86,090 +24,264	+39%	+$269K	0.01%	1058
2025 Q3	$655K	Buy	61,826 +1,429	+2%	+$14.3K	0.01%	1273
2025 Q2	$539K	Buy	60,397 +9,898	+20%	+$85.9K	0.01%	1378
2025 Q1	$449K	Buy	50,499 +3,555	+8%	+$33.6K	0.01%	1408
2024 Q4	$425K	Buy	46,944 +6,746	+17%	+$65.4K	0.01%	1408
2024 Q3	$364K	Buy	40,198 +10,785	+37%	+$87.6K	﹤0.01%	1504
2024 Q2	$205K	Buy	+29,413	New	+$215K	﹤0.01%	1808
2014 Q1	–	Sell	-15,715	Closed	-$159K	–	471
2013 Q4	$159K	Hold	15,715	–	–	0.02%	435
2013 Q3	$156K	Hold	15,715	–	–	0.02%	438
2013 Q2	$149K	Buy	+15,715	New	+$147K	0.02%	385

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 $3.38T AUM 44.17% 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

Atria Investments's VLY Position: Q2 2026 in Review

Atria Investments increased its Valley National Bancorp (VLY) stake by 1.5% in Q2 2026, buying an estimated $16.9K and bringing the position to 81,680 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1016.

Atria Investments first reported a position in VLY in Q2 2013 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Atria Investments held 81,680 shares of Valley National Bancorp worth $1.2M as of Q2 2026.
Atria Investments bought 1,244 Valley National Bancorp shares in Q2 2026, an estimated $16.9K.
Valley National Bancorp made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1016 holding.
Atria Investments first reported a position in Valley National Bancorp in Q2 2013 and has held it in 12 quarters since.
475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.