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Clearstead Advisors’s Valley National Bancorp VLY Stock Holding History

Clearstead 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 		$3.09K Buy
211
+106
+101% +$1.44K ﹤0.01% 2331
2026
Q1 		$1.29K Sell
105
-1,691
-94% -$21.1K ﹤0.01% 1996
2025
Q4 		$21K Buy
1,796
+537
+43% +$5.96K ﹤0.01% 1691
2025
Q3 		$13.3K Buy
1,259
+874
+227% +$8.73K ﹤0.01% 1821
2025
Q2 		$3.44K Buy
+385
New +$3.34K ﹤0.01% 2211

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

Clearstead Advisors's VLY Position: Q2 2026 in Review

Clearstead Advisors increased its Valley National Bancorp (VLY) stake by 101% in Q2 2026, buying an estimated $1.44K and bringing the position to 211 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Clearstead Advisors first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $21K in Q4 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Clearstead Advisors held 211 shares of Valley National Bancorp worth $3.09K as of Q2 2026.
  • Clearstead Advisors bought 106 Valley National Bancorp shares in Q2 2026, an estimated $1.44K.
  • Valley National Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2331 holding.
  • Clearstead Advisors first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Valley National Bancorp position peaked at $21K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.