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Evolve Private Wealth’s Valley National Bancorp VLY Stock Holding History

Evolve Private 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 		$380K Sell
25,672
-31,924
-55% -$434K 0.02% 619
2026
Q1 		$707K Buy
57,596
+3,214
+6% +$40K 0.04% 436
2025
Q4 		$641K Buy
+54,382
New +$603K 0.04% 437

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

Evolve Private Wealth's VLY Position: Q2 2026 in Review

Evolve Private Wealth reduced its Valley National Bancorp (VLY) stake by 55% in Q2 2026, selling an estimated $434K and leaving 25,672 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #619.

Evolve Private Wealth first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $707K in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Evolve Private Wealth held 25,672 shares of Valley National Bancorp worth $380K as of Q2 2026.
  • Evolve Private Wealth sold 31,924 Valley National Bancorp shares in Q2 2026, an estimated $434K.
  • Valley National Bancorp made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #619 holding.
  • Evolve Private Wealth first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Valley National Bancorp position peaked at $707K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.