EWA
VLY icon

EverSource Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

EverSource Wealth 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 		$103K Sell
7,018
-4,091
-37% -$55.6K ﹤0.01% 1363
2026
Q1 		$136K Buy
11,109
+4,972
+81% +$61.9K ﹤0.01% 1250
2025
Q4 		$71.7K Sell
6,137
-200
-3% -$2.22K ﹤0.01% 1494
2025
Q3 		$67.2K Buy
6,337
+453
+8% +$4.53K ﹤0.01% 1490
2025
Q2 		$52.5K Buy
5,884
+4,177
+245% +$36.3K ﹤0.01% 1585
2025
Q1 		$15.2K Buy
1,707
+1,192
+231% +$11.3K ﹤0.01% 1854
2024
Q4 		$4.67K Sell
515
-231
-31% -$2.24K ﹤0.01% 2378
2024
Q3 		$6.76K Sell
746
-735
-50% -$5.97K ﹤0.01% 2081
2024
Q2 		$12.4K Buy
1,481
+430
+41% +$3.14K ﹤0.01% 1739
2024
Q1 		$7.37K Sell
1,051
-1,610
-61% -$14.3K ﹤0.01% 1847
2023
Q4 		$28.9K Sell
2,661
-1,306
-33% -$11.7K ﹤0.01% 1097
2023
Q3 		$34K Sell
3,967
-2,351
-37% -$21.3K ﹤0.01% 948
2023
Q2 		$49K Buy
6,318
+5,241
+487% +$41.7K 0.01% 844
2023
Q1 		$9.95K Buy
+1,077
New +$11.9K ﹤0.01% 1358

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

EverSource Wealth Advisors's VLY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Valley National Bancorp (VLY) stake by 37% in Q2 2026, selling an estimated $55.6K and leaving 7,018 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

EverSource Wealth Advisors first reported a position in VLY in Q1 2023 and has held it in 14 quarters since. The position peaked at $136K in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • EverSource Wealth Advisors held 7,018 shares of Valley National Bancorp worth $103K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,091 Valley National Bancorp shares in Q2 2026, an estimated $55.6K.
  • Valley National Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1363 holding.
  • EverSource Wealth Advisors first reported a position in Valley National Bancorp in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Valley National Bancorp position peaked at $136K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.