COMPASS FINANCIAL MANAGEMENT LLC’s Valley National Bancorp VLY Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$28.4K	Buy	+1,915	New	+$26K	﹤0.01%	814

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's VLY Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Valley National Bancorp (VLY) in Q2 2026: 1,915 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings.

353 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,915 shares of Valley National Bancorp worth $28.4K as of Q2 2026.
Valley National Bancorp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #814 holding.
353 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.