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Bay Harbor Wealth Management’s Valley National Bancorp VLY Stock Holding History

Bay Harbor 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 		$1.36K Buy
92
+22
+31% +$299 ﹤0.01% 761
2026
Q1 		$867 Buy
70
+32
+84% +$398 ﹤0.01% 816
2025
Q4 		$447 Buy
38
+7
+23% +$78 ﹤0.01% 893
2025
Q3 		$332 Buy
31
+15
+94% +$150 ﹤0.01% 877
2025
Q2 		$144 Sell
16
-3
-16% -$26 ﹤0.01% 1024
2025
Q1 		$170 Buy
+19
New +$180 ﹤0.01% 730

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

Bay Harbor Wealth Management's VLY Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Valley National Bancorp (VLY) stake by 31% in Q2 2026, buying an estimated $299 and bringing the position to 92 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Bay Harbor Wealth Management first reported a position in VLY in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Bay Harbor Wealth Management held 92 shares of Valley National Bancorp worth $1.36K as of Q2 2026.
  • Bay Harbor Wealth Management bought 22 Valley National Bancorp shares in Q2 2026, an estimated $299.
  • Valley National Bancorp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Bay Harbor Wealth Management first reported a position in Valley National Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.