Focus Partners Advisor Solutions’s Valley National Bancorp VLY Stock Holding History

Focus Partners Advisor Solutions’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	-32,660	Closed	-$401K	–	1423
2026 Q1	$401K	Buy	32,660 +13,067	+67%	+$163K	﹤0.01%	871
2025 Q4	$229K	Sell	19,593 -13,339	-41%	-$148K	﹤0.01%	975
2025 Q3	$358K	Buy	32,932 +7,859	+31%	+$78.5K	﹤0.01%	842
2025 Q2	$224K	Buy	25,073 +4,452	+22%	+$38.7K	﹤0.01%	984
2025 Q1	$183K	Buy	+20,621	New	+$195K	﹤0.01%	928

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Focus Partners Advisor Solutions's VLY Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 32,660 shares — an estimated $401K sold.

Focus Partners Advisor Solutions first reported a position in VLY in Q1 2025 and held it in 5 quarters. The position peaked at $401K in Q1 2026. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 32,660 Valley National Bancorp shares in Q2 2026, an estimated $401K.
Focus Partners Advisor Solutions first reported a position in Valley National Bancorp in Q1 2025 and held it in 5 quarters.
Focus Partners Advisor Solutions's Valley National Bancorp position peaked at $401K in Q1 2026.
475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.