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Beacon Investment Advisory Services’s Valley National Bancorp VLY Stock Holding History

Beacon Investment Advisory Services’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 		$7.68K Sell
524
-3,287
-86% -$44.7K ﹤0.01% 644
2026
Q1 		$46.8K Buy
+3,811
New +$47.4K ﹤0.01% 439
2024
Q2 		– Sell
-17,815
Closed -$142K – 274
2024
Q1 		$142K Buy
+17,815
New +$159K 0.01% 259

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

Beacon Investment Advisory Services's VLY Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Valley National Bancorp (VLY) stake by 86% in Q2 2026, selling an estimated $44.7K and leaving 524 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Beacon Investment Advisory Services first reported a position in VLY in Q1 2024 and has held it in 3 quarters since. The position peaked at $142K in Q1 2024. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Beacon Investment Advisory Services held 524 shares of Valley National Bancorp worth $7.68K as of Q2 2026.
  • Beacon Investment Advisory Services sold 3,287 Valley National Bancorp shares in Q2 2026, an estimated $44.7K.
  • Valley National Bancorp made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #644 holding.
  • Beacon Investment Advisory Services first reported a position in Valley National Bancorp in Q1 2024 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Valley National Bancorp position peaked at $142K in Q1 2024.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.