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Bell Investment Advisors’s Valley National Bancorp VLY Stock Holding History

Bell Investment 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 		$3.05K Hold
208
– – ﹤0.01% 1188
2026
Q1 		$2.56K Hold
208
– – ﹤0.01% 1239
2025
Q4 		$2.43K Hold
208
– – ﹤0.01% 1276
2025
Q3 		$2.21K Sell
208
-112
-35% -$1.12K ﹤0.01% 1302
2025
Q2 		$2.86K Hold
320
– – ﹤0.01% 1215
2025
Q1 		$2.85K Sell
320
-2
-0.6% -$19 ﹤0.01% 1170
2024
Q4 		$2.92K Buy
322
+49
+18% +$475 ﹤0.01% 1179
2024
Q3 		$2.47K Buy
273
+123
+82% +$999 ﹤0.01% 1263
2024
Q2 		$1.05K Buy
150
+76
+103% +$555 ﹤0.01% 1603
2024
Q1 		$590 Hold
74
– – ﹤0.01% 1764
2023
Q4 		$804 Hold
74
– – ﹤0.01% 1649
2023
Q3 		$634 Sell
74
-182
-71% -$1.65K ﹤0.01% 1699
2023
Q2 		$1.98K Sell
256
-129
-34% -$1.03K ﹤0.01% 1304
2023
Q1 		$3.56K Buy
385
+342
+795% +$3.78K ﹤0.01% 959
2022
Q4 		$486 Buy
43
+1
+2% +$12 ﹤0.01% 1859
2022
Q3 		$0 Buy
42
+1
+2% +$12 ﹤0.01% 1969
2022
Q2 		$0 Buy
+41
New +$487 ﹤0.01% 1838

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's VLY Position: Q2 2026 in Review

Bell Investment Advisors held its Valley National Bancorp (VLY) position steady in Q2 2026 at 208 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Bell Investment Advisors first reported a position in VLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.56K in Q1 2023. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Bell Investment Advisors held 208 shares of Valley National Bancorp worth $3.05K as of Q2 2026.
  • Bell Investment Advisors left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1188 holding.
  • Bell Investment Advisors first reported a position in Valley National Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Bell Investment Advisors's Valley National Bancorp position peaked at $3.56K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.