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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
Q2 		– Sell
-14,323
Closed -$177K – 637
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 $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

Evoke Wealth's VLY Position: Q2 2026 in Review

Evoke Wealth sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 14,323 shares — an estimated $177K sold.

Evoke Wealth first reported a position in VLY in Q4 2025 and held it in 2 quarters. The position peaked at $177K in Q1 2026. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Evoke Wealth reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 14,323 Valley National Bancorp shares in Q2 2026, an estimated $177K.
  • Evoke Wealth first reported a position in Valley National Bancorp in Q4 2025 and held it in 2 quarters.
  • Evoke Wealth's Valley National Bancorp position peaked at $177K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.