CAPTRUST Financial Advisors’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.55M | Buy |
106,067
+12,125
| +13% | +$165K | ﹤0.01% | 1484 |
|
|
2026
Q1 | $1.15M | Buy |
93,942
+29,729
| +46% | +$370K | ﹤0.01% | 1533 |
|
|
2025
Q4 | $750K | Buy |
64,213
+4,622
| +8% | +$51.3K | ﹤0.01% | 1667 |
|
|
2025
Q3 | $632K | Buy |
59,591
+8,663
| +17% | +$86.6K | ﹤0.01% | 1675 |
|
|
2025
Q2 | $455K | Sell |
50,928
-16,089
| -24% | -$140K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $596K | Buy |
67,017
+28,602
| +74% | +$271K | ﹤0.01% | 1550 |
|
|
2024
Q4 | $348K | Sell |
38,415
-14,195
| -27% | -$138K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $477K | Buy |
52,610
+4,344
| +9% | +$35.3K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $337K | Sell |
48,266
-4,449
| -8% | -$32.5K | ﹤0.01% | 1744 |
|
|
2024
Q1 | $420K | Sell |
52,715
-4,884
| -8% | -$43.5K | ﹤0.01% | 1578 |
|
|
2023
Q4 | $626K | Sell |
57,599
-13,731
| -19% | -$123K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $611K | Sell |
71,330
-43
| -0.1% | -$390 | ﹤0.01% | 1514 |
|
|
2023
Q2 | $553K | Sell |
71,373
-44
| -0.1% | -$350 | ﹤0.01% | 1567 |
|
|
2023
Q1 | $660K | Sell |
71,417
-187
| -0.3% | -$2.07K | ﹤0.01% | 1260 |
|
|
2022
Q4 | $810K | Sell |
71,604
-2,378
| -3% | -$28K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $799K | Sell |
73,982
-6,972
| -9% | -$80.4K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $844K | Buy |
80,954
+66,147
| +447% | +$786K | 0.01% | 920 |
|
|
2022
Q1 | $194K | Buy |
14,807
+3,069
| +26% | +$42.8K | ﹤0.01% | 1748 |
|
|
2021
Q4 | $163K | Sell |
11,738
-599
| -5% | -$8.32K | ﹤0.01% | 1788 |
|
|
2021
Q3 | $166K | Sell |
12,337
-2,848
| -19% | -$36.8K | ﹤0.01% | 1700 |
|
|
2021
Q2 | $206K | Sell |
15,185
-6,954
| -31% | -$97.1K | ﹤0.01% | 1500 |
|
|
2021
Q1 | $306K | Buy |
22,139
+7,631
| +53% | +$91.9K | ﹤0.01% | 1214 |
|
|
2020
Q4 | $143K | Buy |
14,508
+2,045
| +16% | +$17.8K | ﹤0.01% | 1342 |
|
|
2020
Q3 | $86K | Sell |
12,463
-4,439
| -26% | -$33K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $126K | Buy |
16,902
+2,810
| +20% | +$21.6K | ﹤0.01% | 1236 |
|
|
2020
Q1 | $96K | Sell |
14,092
-6,906
| -33% | -$67.6K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $239K | Buy |
20,998
+20,180
| +2,467% | +$232K | ﹤0.01% | 917 |
|
|
2019
Q3 | $9K | Sell |
818
-200
| -20% | -$2.14K | ﹤0.01% | 1541 |
|
|
2019
Q2 | $11K | Hold |
1,018
| – | – | ﹤0.01% | 1485 |
|
|
2019
Q1 | $10K | Buy |
+1,018
| New | +$10.4K | ﹤0.01% | 1394 |
|
|
2018
Q4 | – | Sell |
-2,777
| Closed | -$32K | – | 1680 |
|
|
2018
Q3 | $32K | Hold |
2,777
| – | – | ﹤0.01% | 877 |
|
|
2018
Q2 | $34K | Buy |
+2,777
| New | +$35K | ﹤0.01% | 782 |
|
Other funds holding VLY
NAMI
ACL
CAPTRUST Financial Advisors's VLY Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Valley National Bancorp (VLY) stake by 13% in Q2 2026, buying an estimated $165K and bringing the position to 106,067 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.
CAPTRUST Financial Advisors first reported a position in VLY in Q2 2018 and has held it in 32 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.
- CAPTRUST Financial Advisors held 106,067 shares of Valley National Bancorp worth $1.55M as of Q2 2026.
- CAPTRUST Financial Advisors bought 12,125 Valley National Bancorp shares in Q2 2026, an estimated $165K.
- Valley National Bancorp made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1484 holding.
- CAPTRUST Financial Advisors first reported a position in Valley National Bancorp in Q2 2018 and has held it in 32 quarters since.
- 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.