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Blue Trust Inc’s Valley National Bancorp VLY Stock Holding History

Blue Trust Inc’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 		$97.8K Sell
6,679
-1,315
-16% -$17.9K ﹤0.01% 1059
2026
Q1 		$98.2K Sell
7,994
-1,228
-13% -$15.3K ﹤0.01% 1038
2025
Q4 		$108K Sell
9,222
-410
-4% -$4.55K ﹤0.01% 1027
2025
Q3 		$102K Buy
9,632
+6,415
+199% +$64.1K ﹤0.01% 1060
2025
Q2 		$28.7K Buy
3,217
+142
+5% +$1.23K ﹤0.01% 1590
2025
Q1 		$27.3K Buy
3,075
+867
+39% +$8.2K ﹤0.01% 1570
2024
Q4 		$20K Sell
2,208
-2,601
-54% -$25.2K ﹤0.01% 1596
2024
Q3 		$33.6K Buy
4,809
+1,564
+48% +$12.7K ﹤0.01% 1736
2024
Q2 		$25.8K Buy
3,245
+900
+38% +$6.57K ﹤0.01% 1551
2024
Q1 		$18.7K Buy
2,345
+748
+47% +$6.67K ﹤0.01% 1249
2023
Q4 		$14K Buy
1,597
+758
+90% +$6.8K ﹤0.01% 1464
2023
Q3 		$7K Buy
839
+318
+61% +$2.88K ﹤0.01% 1558
2023
Q2 		$5K Sell
521
-2,980
-85% -$23.7K ﹤0.01% 1554
2023
Q1 		$40K Buy
3,501
+3,121
+821% +$34.5K ﹤0.01% 1120
2022
Q4 		$4K Sell
380
-426
-53% -$5.01K ﹤0.01% 1821
2022
Q3 		$8K Buy
806
+580
+257% +$6.69K ﹤0.01% 1443
2022
Q2 		$3K Buy
+226
New +$2.69K ﹤0.01% 1606

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

Blue Trust Inc's VLY Position: Q2 2026 in Review

Blue Trust Inc reduced its Valley National Bancorp (VLY) stake by 16% in Q2 2026, selling an estimated $17.9K and leaving 6,679 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Blue Trust Inc first reported a position in VLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $108K in Q4 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Blue Trust Inc held 6,679 shares of Valley National Bancorp worth $97.8K as of Q2 2026.
  • Blue Trust Inc sold 1,315 Valley National Bancorp shares in Q2 2026, an estimated $17.9K.
  • Valley National Bancorp made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1059 holding.
  • Blue Trust Inc first reported a position in Valley National Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Valley National Bancorp position peaked at $108K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.