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VLY icon

Covestor’s Valley National Bancorp VLY Stock Holding History

Covestor’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 		$32K Buy
2,167
+55
+3% +$747 0.02% 1008
2026
Q1 		$26K Sell
2,112
-6,075
-74% -$75.6K 0.02% 1014
2025
Q4 		$96K Sell
8,187
-4,968
-38% -$55.1K 0.05% 604
2025
Q3 		$139K Buy
13,155
+2,902
+28% +$29K 0.08% 377
2025
Q2 		$92K Sell
10,253
-803
-7% -$6.97K 0.05% 604
2025
Q1 		$98K Sell
11,056
-4,030
-27% -$38.1K 0.07% 506
2024
Q4 		$137K Sell
15,086
-6,394
-30% -$62K 0.09% 333
2024
Q3 		$195K Buy
21,480
+2,647
+14% +$21.5K 0.12% 184
2024
Q2 		$131K Buy
18,833
+4,769
+34% +$34.8K 0.08% 340
2024
Q1 		$112K Sell
14,064
-4,219
-23% -$37.6K 0.07% 469
2023
Q4 		$199K Sell
18,283
-4,650
-20% -$41.7K 0.14% 143
2023
Q3 		$196K Buy
22,933
+161
+0.7% +$1.46K 0.15% 115
2023
Q2 		$176K Buy
22,772
+11,450
+101% +$91.1K 0.13% 167
2023
Q1 		$105K Buy
11,322
+6,104
+117% +$67.5K 0.09% 350
2022
Q4 		$59K Sell
5,218
-1,791
-26% -$21.1K 0.05% 661
2022
Q3 		$76K Sell
7,009
-3,109
-31% -$35.9K 0.07% 510
2022
Q2 		$105K Buy
10,118
+3,905
+63% +$46.4K 0.08% 391
2022
Q1 		$81K Buy
6,213
+2,622
+73% +$36.5K 0.05% 632
2021
Q4 		$49K Buy
+3,591
New +$49.9K 0.07% 560

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Covestor's VLY Position: Q2 2026 in Review

Covestor increased its Valley National Bancorp (VLY) stake by 2.6% in Q2 2026, buying an estimated $747 and bringing the position to 2,167 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #1008.

Covestor first reported a position in VLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $199K in Q4 2023. 260 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Covestor held 2,167 shares of Valley National Bancorp worth $32K as of Q2 2026.
  • Covestor bought 55 Valley National Bancorp shares in Q2 2026, an estimated $747.
  • Valley National Bancorp made up 0.02% of Covestor's portfolio in Q2 2026, its #1008 holding.
  • Covestor first reported a position in Valley National Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Valley National Bancorp position peaked at $199K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.