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Brinker Capital Investments’s Valley National Bancorp VLY Stock Holding History

Brinker Capital Investments’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 		$162K Buy
11,077
+332
+3% +$4.51K ﹤0.01% 1827
2026
Q1 		$132K Buy
+10,745
New +$134K ﹤0.01% 1896
2024
Q4 		– Sell
-11,940
Closed -$108K – 1917
2024
Q3 		$108K Sell
11,940
-546
-4% -$4.43K ﹤0.01% 1743
2024
Q2 		$87.2K Sell
12,486
-55
-0.4% -$402 ﹤0.01% 1689
2024
Q1 		$99.8K Buy
12,541
+2,194
+21% +$19.6K ﹤0.01% 1653
2023
Q4 		$111K Buy
+10,347
New +$92.8K ﹤0.01% 1613
2022
Q4 		– Sell
-100,165
Closed -$1.08M – 1397
2022
Q3 		$1.08M Sell
100,165
-2,491
-2% -$28.7K 0.02% 678
2022
Q2 		$1.07M Sell
102,656
-7,436
-7% -$88.3K 0.02% 714
2022
Q1 		$1.43M Sell
110,092
-5,967
-5% -$83.2K 0.02% 662
2021
Q4 		$1.6M Buy
116,059
+1,853
+2% +$25.7K 0.02% 654
2021
Q3 		$1.54M Hold
114,206
– – 0.02% 626
2021
Q2 		$1.54M Buy
114,206
+10,549
+10% +$147K 0.02% 681
2021
Q1 		$1.43M Sell
103,657
-29,187
-22% -$352K 0.02% 596
2020
Q4 		$1.3M Buy
132,844
+71,686
+117% +$624K 0.02% 641
2020
Q3 		$421K Buy
+61,158
New +$454K 0.01% 939
2020
Q1 		– Sell
-521
Closed -$6K – 740
2019
Q4 		$6K Buy
+521
New +$6K ﹤0.01% 626

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

Brinker Capital Investments's VLY Position: Q2 2026 in Review

Brinker Capital Investments increased its Valley National Bancorp (VLY) stake by 3.1% in Q2 2026, buying an estimated $4.51K and bringing the position to 11,077 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Brinker Capital Investments first reported a position in VLY in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.6M in Q4 2021. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Brinker Capital Investments held 11,077 shares of Valley National Bancorp worth $162K as of Q2 2026.
  • Brinker Capital Investments bought 332 Valley National Bancorp shares in Q2 2026, an estimated $4.51K.
  • Valley National Bancorp made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1827 holding.
  • Brinker Capital Investments first reported a position in Valley National Bancorp in Q4 2019 and has held it in 16 quarters since.
  • Brinker Capital Investments's Valley National Bancorp position peaked at $1.6M in Q4 2021.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.