Bridgewater Associates’s Valley National Bancorp VLY Stock Holding History

Bridgewater Associates’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	$17.2M	Sell	1,171,898 -298,320	-20%	-$4.05M	0.07%	232
2026 Q1	$18.1M	Buy	1,470,218 +4,219	+0.3%	+$52.5K	0.08%	175
2025 Q4	$17.1M	Buy	1,465,999 +735,825	+101%	+$8.16M	0.06%	235
2025 Q3	$7.74M	Buy	+730,174	New	+$7.3M	0.03%	384
2023 Q1	–	Sell	-185,204	Closed	-$2.09M	–	906
2022 Q4	$2.09M	Buy	185,204 +61,271	+49%	+$721K	0.01%	528
2022 Q3	$1.34M	Buy	123,933 +90,939	+276%	+$1.05M	0.01%	642
2022 Q2	$343K	Sell	32,994 -12,520	-28%	-$149K	﹤0.01%	929
2022 Q1	$593K	Sell	45,514 -27,577	-38%	-$384K	﹤0.01%	868
2021 Q4	$1M	Sell	73,091 -88,200	-55%	-$1.22M	0.01%	575
2021 Q3	$2.15M	Buy	161,291 +23,354	+17%	+$302K	0.01%	428
2021 Q2	$1.85M	Buy	137,937 +17,369	+14%	+$243K	0.01%	501
2021 Q1	$1.66M	Buy	120,568 +66,656	+124%	+$803K	0.01%	289
2020 Q4	$526K	Buy	+53,912	New	+$469K	﹤0.01%	454
2020 Q1	–	Sell	-68,563	Closed	-$785K	–	603
2019 Q4	$785K	Buy	+68,563	New	+$789K	0.01%	354

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

Bridgewater Associates's VLY Position: Q2 2026 in Review

Bridgewater Associates reduced its Valley National Bancorp (VLY) stake by 20% in Q2 2026, selling an estimated $4.05M and leaving 1,171,898 shares worth $17.2M. The position accounts for 0.07% of the portfolio, ranked #232.

Bridgewater Associates first reported a position in VLY in Q4 2019 and has held it in 14 quarters since. The position peaked at $18.1M in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Bridgewater Associates held 1,171,898 shares of Valley National Bancorp worth $17.2M as of Q2 2026.
Bridgewater Associates sold 298,320 Valley National Bancorp shares in Q2 2026, an estimated $4.05M.
Valley National Bancorp made up 0.07% of Bridgewater Associates's portfolio in Q2 2026, its #232 holding.
Bridgewater Associates first reported a position in Valley National Bancorp in Q4 2019 and has held it in 14 quarters since.
Bridgewater Associates's Valley National Bancorp position peaked at $18.1M in Q1 2026.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.