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Evoke Wealth’s Valley National Bancorp VLY Stock Holding History

Evoke 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
Q1 		$177K Buy
14,323
+4,293
+43% +$53.4K ﹤0.01% 682
2025
Q4 		$118K Buy
+10,030
New +$111K ﹤0.01% 657

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Evoke Wealth's VLY Position: Q1 2026 in Review

Evoke Wealth increased its Valley National Bancorp (VLY) stake by 43% in Q1 2026, buying an estimated $53.4K and bringing the position to 14,323 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Evoke Wealth first reported a position in VLY in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Evoke Wealth held 14,323 shares of Valley National Bancorp worth $177K as of Q1 2026.
  • Evoke Wealth bought 4,293 Valley National Bancorp shares in Q1 2026, an estimated $53.4K.
  • Valley National Bancorp made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #682 holding.
  • Evoke Wealth first reported a position in Valley National Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.