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Concurrent Investment Advisors’s Valley National Bancorp VLY Stock Holding History

Concurrent Investment 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 		$244K Sell
16,678
-915
-5% -$12.4K ﹤0.01% 1819
2026
Q1 		$216K Buy
17,593
+830
+5% +$10.3K ﹤0.01% 1707
2025
Q4 		$196K Sell
16,763
-3,372
-17% -$37.4K ﹤0.01% 1640
2025
Q3 		$213K Buy
20,135
+130
+0.6% +$1.3K ﹤0.01% 1326
2025
Q2 		$179K Buy
20,005
+134
+0.7% +$1.16K ﹤0.01% 1285
2025
Q1 		$177K Sell
19,871
-139
-0.7% -$1.31K ﹤0.01% 1148
2024
Q4 		$181K Sell
20,010
-750
-4% -$7.28K ﹤0.01% 1004
2024
Q3 		$188K Hold
20,760
– – 0.01% 951
2024
Q2 		$145K Hold
20,760
– – ﹤0.01% 908
2024
Q1 		$165K Buy
20,760
+889
+4% +$7.92K 0.01% 826
2023
Q4 		$216K Buy
+19,871
New +$178K 0.01% 747

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

Concurrent Investment Advisors's VLY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Valley National Bancorp (VLY) stake by 5.2% in Q2 2026, selling an estimated $12.4K and leaving 16,678 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Concurrent Investment Advisors first reported a position in VLY in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Concurrent Investment Advisors held 16,678 shares of Valley National Bancorp worth $244K as of Q2 2026.
  • Concurrent Investment Advisors sold 915 Valley National Bancorp shares in Q2 2026, an estimated $12.4K.
  • Valley National Bancorp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1819 holding.
  • Concurrent Investment Advisors first reported a position in Valley National Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.