Corient Private Wealth
VLY icon

Corient Private Wealth’s Valley National Bancorp VLY Stock Holding History

Corient Private Wealth’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 		$1.18M Buy
80,346
+38,563
+92% +$524K ﹤0.01% 1712
2026
Q1 		$316K Buy
41,783
+3,254
+8% +$40.5K ﹤0.01% 2299
2025
Q4 		$450K Sell
38,529
-39,365
-51% -$437K ﹤0.01% 1922
2025
Q3 		$826K Sell
77,894
-141
-0.2% -$1.41K ﹤0.01% 1522
2025
Q2 		$697K Buy
78,035
+24,590
+46% +$214K ﹤0.01% 1529
2025
Q1 		$475K Sell
53,445
-20,084
-27% -$190K ﹤0.01% 1622
2024
Q4 		$520K Sell
73,529
-46,901
-39% -$455K ﹤0.01% 1597
2024
Q3 		$1.09M Buy
120,430
+53,061
+79% +$431K ﹤0.01% 1361
2024
Q2 		$470K Sell
67,369
-10,793
-14% -$78.8K ﹤0.01% 1679
2024
Q1 		$622K Buy
78,162
+1,395
+2% +$12.4K ﹤0.01% 1516
2023
Q4 		$834K Sell
76,767
-1,799
-2% -$16.1K ﹤0.01% 1359
2023
Q3 		$673K Buy
78,566
+47,106
+150% +$427K ﹤0.01% 1341
2023
Q2 		$244K Sell
31,460
-54,242
-63% -$431K ﹤0.01% 1791
2023
Q1 		$794K Buy
85,702
+12,603
+17% +$139K ﹤0.01% 1182
2022
Q4 		$827K Buy
+73,099
New +$861K ﹤0.01% 971

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 $3.38T AUM 44.17% 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

Corient Private Wealth's VLY Position: Q2 2026 in Review

Corient Private Wealth increased its Valley National Bancorp (VLY) stake by 92% in Q2 2026, buying an estimated $524K and bringing the position to 80,346 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Corient Private Wealth first reported a position in VLY in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Corient Private Wealth held 80,346 shares of Valley National Bancorp worth $1.18M as of Q2 2026.
  • Corient Private Wealth bought 38,563 Valley National Bancorp shares in Q2 2026, an estimated $524K.
  • Valley National Bancorp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1712 holding.
  • Corient Private Wealth first reported a position in Valley National Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.