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Chicago Partners Investment Group’s Valley National Bancorp VLY Stock Holding History

Chicago Partners Investment Group’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 		$304K Sell
21,041
-1,443
-6% -$19.6K 0.01% 1238
2026
Q1 		$298K Buy
+22,484
New +$280K 0.01% 1144
2018
Q4 		– Sell
-63
Closed -$1K – 903
2018
Q3 		$1K Hold
63
– – ﹤0.01% 1043
2018
Q2 		$1K Buy
+63
New +$794 ﹤0.01% 943

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

Chicago Partners Investment Group's VLY Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Valley National Bancorp (VLY) stake by 6.4% in Q2 2026, selling an estimated $19.6K and leaving 21,041 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1238.

Chicago Partners Investment Group first reported a position in VLY in Q2 2018 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Chicago Partners Investment Group held 21,041 shares of Valley National Bancorp worth $304K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,443 Valley National Bancorp shares in Q2 2026, an estimated $19.6K.
  • Valley National Bancorp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1238 holding.
  • Chicago Partners Investment Group first reported a position in Valley National Bancorp in Q2 2018 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.