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Essential Partners’s Valley National Bancorp VLY Stock Holding History

Essential Partners’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 		$72.6K Sell
4,958
-6,998
-59% -$95.1K 0.03% 511
2026
Q1 		$147K Hold
11,956
– – 0.05% 333
2025
Q4 		$140K Buy
11,956
+434
+4% +$4.82K 0.04% 379
2025
Q3 		$122K Buy
11,522
+1,306
+13% +$13K 0.04% 404
2025
Q2 		$91.2K Buy
+10,216
New +$88.7K 0.04% 368

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

Essential Partners's VLY Position: Q2 2026 in Review

Essential Partners reduced its Valley National Bancorp (VLY) stake by 59% in Q2 2026, selling an estimated $95.1K and leaving 4,958 shares worth $72.6K. The position accounts for 0.03% of the portfolio, ranked #511.

Essential Partners first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $147K in Q1 2026. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Essential Partners held 4,958 shares of Valley National Bancorp worth $72.6K as of Q2 2026.
  • Essential Partners sold 6,998 Valley National Bancorp shares in Q2 2026, an estimated $95.1K.
  • Valley National Bancorp made up 0.03% of Essential Partners's portfolio in Q2 2026, its #511 holding.
  • Essential Partners first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Valley National Bancorp position peaked at $147K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.