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Carnegie Lake Advisors’s Valley National Bancorp VLY Stock Holding History

Carnegie Lake Advisors’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 		$379K Hold
25,862
– – 0.14% 126
2026
Q1 		$318K Hold
25,862
– – 0.13% 135
2025
Q4 		$302K Hold
25,862
– – 0.12% 137
2025
Q3 		$274K Hold
25,862
– – 0.11% 139
2025
Q2 		$231K Hold
25,862
– – 0.09% 147
2025
Q1 		$230K Hold
25,862
– – 0.09% 143
2024
Q4 		$234K Hold
25,862
– – 0.09% 139
2024
Q3 		$234K Buy
+25,862
New +$210K 0.09% 136

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

Carnegie Lake Advisors's VLY Position: Q2 2026 in Review

Carnegie Lake Advisors held its Valley National Bancorp (VLY) position steady in Q2 2026 at 25,862 shares worth $379K. The position accounts for 0.14% of the portfolio, ranked #126.

Carnegie Lake Advisors first reported a position in VLY in Q3 2024 and has held it in 8 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Carnegie Lake Advisors held 25,862 shares of Valley National Bancorp worth $379K as of Q2 2026.
  • Carnegie Lake Advisors left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up 0.14% of Carnegie Lake Advisors's portfolio in Q2 2026, its #126 holding.
  • Carnegie Lake Advisors first reported a position in Valley National Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.