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Compass Financial Management’s Valley National Bancorp VLY Stock Holding History

Compass Financial Management’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
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

Compass Financial Management's VLY Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.