Cerity Partners
VLY icon

Cerity Partners’s Valley National Bancorp VLY Stock Holding History

Cerity Partners’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 		$8.45M Sell
576,619
-30,506
-5% -$414K 0.01% 852
2026
Q1 		$7.46M Buy
607,125
+128,922
+27% +$1.6M 0.01% 838
2025
Q4 		$5.59M Buy
478,203
+107,309
+29% +$1.19M 0.01% 871
2025
Q3 		$3.93M Buy
370,894
+91,194
+33% +$911K 0.01% 973
2025
Q2 		$2.5M Buy
279,700
+25,857
+10% +$225K ﹤0.01% 1112
2025
Q1 		$2.26M Buy
253,843
+82,425
+48% +$780K ﹤0.01% 1059
2024
Q4 		$1.55M Sell
171,418
-9,489
-5% -$92K ﹤0.01% 1218
2024
Q3 		$1.64M Buy
180,907
+43,364
+32% +$352K ﹤0.01% 1183
2024
Q2 		$960K Sell
137,543
-63,441
-32% -$463K ﹤0.01% 1251
2024
Q1 		$1.6M Buy
200,984
+51,598
+35% +$460K ﹤0.01% 1070
2023
Q4 		$1.62M Buy
+149,386
New +$1.34M 0.01% 830
2023
Q3 		– Sell
-146,964
Closed -$1.14M – 1718
2023
Q2 		$1.14M Buy
146,964
+2,871
+2% +$22.8K ﹤0.01% 888
2023
Q1 		$1.33M Sell
144,093
-195
-0.1% -$2.16K ﹤0.01% 861
2022
Q4 		$1.63M Buy
144,288
+1,063
+0.7% +$12.5K 0.01% 565
2022
Q3 		$1.55M Sell
143,225
-20,854
-13% -$241K 0.02% 422
2022
Q2 		$1.71M Buy
164,079
+22,590
+16% +$268K 0.02% 436
2022
Q1 		$1.84M Buy
+141,489
New +$1.97M 0.03% 345

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerity Partners's VLY Position: Q2 2026 in Review

Cerity Partners reduced its Valley National Bancorp (VLY) stake by 5% in Q2 2026, selling an estimated $414K and leaving 576,619 shares worth $8.45M. The position accounts for 0.01% of the portfolio, ranked #852.

Cerity Partners first reported a position in VLY in Q1 2022 and has held it in 17 quarters since. 444 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Cerity Partners held 576,619 shares of Valley National Bancorp worth $8.45M as of Q2 2026.
  • Cerity Partners sold 30,506 Valley National Bancorp shares in Q2 2026, an estimated $414K.
  • Valley National Bancorp made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #852 holding.
  • Cerity Partners first reported a position in Valley National Bancorp in Q1 2022 and has held it in 17 quarters since.
  • 444 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.