Biltmore Family Office’s Valley National Bancorp VLY Stock Holding History

Biltmore Family Office’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	$340K	Hold	23,029	–	–	0.04%	196
2026 Q1	$285K	Hold	23,029	–	–	0.04%	207
2025 Q4	$272K	Hold	23,029	–	–	0.04%	203
2025 Q3	$247K	Hold	23,029	–	–	0.04%	197
2025 Q2	$208K	Hold	23,029	–	–	0.04%	207
2025 Q1	$207K	Hold	23,029	–	–	0.04%	202
2024 Q4	$211K	Hold	23,029	–	–	0.04%	196
2024 Q3	$211K	Hold	23,029	–	–	0.04%	201
2024 Q2	$163K	Hold	23,029	–	–	0.03%	186
2024 Q1	$186K	Hold	23,029	–	–	0.04%	180
2023 Q4	$253K	Hold	23,029	–	–	0.05%	168
2023 Q3	$200K	Hold	23,029	–	–	0.05%	181
2023 Q2	$181K	Hold	23,029	–	–	0.04%	179
2023 Q1	$215K	Hold	23,029	–	–	0.05%	213
2022 Q4	$263K	Buy	+23,029	New	+$271K	0.05%	187

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

Biltmore Family Office's VLY Position: Q2 2026 in Review

Biltmore Family Office held its Valley National Bancorp (VLY) position steady in Q2 2026 at 23,029 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #196.

Biltmore Family Office first reported a position in VLY in Q4 2022 and has held it in 15 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Biltmore Family Office held 23,029 shares of Valley National Bancorp worth $340K as of Q2 2026.
Biltmore Family Office left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #196 holding.
Biltmore Family Office first reported a position in Valley National Bancorp in Q4 2022 and has held it in 15 quarters since.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.