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Financial Consulate’s Valley National Bancorp VLY Stock Holding History

Financial Consulate’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 		$1.57K Hold
128
– – ﹤0.01% 1028
2025
Q4 		$1.5K Buy
128
+30
+31% +$333 ﹤0.01% 948
2025
Q3 		$1.04K Buy
+98
New +$979 ﹤0.01% 859

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

Financial Consulate's VLY Position: Q1 2026 in Review

Financial Consulate held its Valley National Bancorp (VLY) position steady in Q1 2026 at 128 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Financial Consulate first reported a position in VLY in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Financial Consulate held 128 shares of Valley National Bancorp worth $1.57K as of Q1 2026.
  • Financial Consulate left its Valley National Bancorp share count unchanged in Q1 2026.
  • Valley National Bancorp made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1028 holding.
  • Financial Consulate first reported a position in Valley National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.