Evergreen Capital Management’s Valley National Bancorp VLY Stock Holding History

Evergreen Capital 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	$498K	Hold	33,783	–	–	0.01%	895
2026 Q1	$418K	Sell	33,783 -8,753	-21%	-$109K	0.01%	909
2025 Q4	$501K	Buy	42,536 +32,517	+325%	+$361K	0.01%	741
2025 Q3	$107K	Buy	+10,019	New	+$100K	﹤0.01%	1276
2024 Q2	–	Sell	-11,894	Closed	-$96.1K	–	998
2024 Q1	$96.1K	Buy	+11,894	New	+$106K	﹤0.01%	846
2023 Q2	–	Sell	-25,646	Closed	-$237K	–	836
2023 Q1	$237K	Buy	+25,646	New	+$284K	0.01%	600

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evergreen Capital Management's VLY Position: Q2 2026 in Review

Evergreen Capital Management held its Valley National Bancorp (VLY) position steady in Q2 2026 at 33,783 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #895.

Evergreen Capital Management first reported a position in VLY in Q1 2023 and has held it in 6 quarters since. The position peaked at $501K in Q4 2025. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Evergreen Capital Management held 33,783 shares of Valley National Bancorp worth $498K as of Q2 2026.
Evergreen Capital Management left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #895 holding.
Evergreen Capital Management first reported a position in Valley National Bancorp in Q1 2023 and has held it in 6 quarters since.
Evergreen Capital Management's Valley National Bancorp position peaked at $501K in Q4 2025.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.