Focus Partners Wealth
VLY icon

Focus Partners Wealth’s Valley National Bancorp VLY Stock Holding History

Focus Partners 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 		$1.33M Buy
107,936
+46,730
+76% +$582K ﹤0.01% 1487
2025
Q4 		$707K Buy
61,206
+10,739
+21% +$119K ﹤0.01% 1786
2025
Q3 		$535K Sell
50,467
-14,032
-22% -$140K ﹤0.01% 1589
2025
Q2 		$576K Buy
64,499
+3,631
+6% +$31.5K ﹤0.01% 1369
2025
Q1 		$541K Buy
60,868
+15,761
+35% +$149K ﹤0.01% 1311
2024
Q4 		$409K Buy
+45,107
New +$438K ﹤0.01% 1411
2024
Q3 		– Sell
-79,654
Closed -$579K – 1720
2024
Q2 		$579K Buy
79,654
+40,371
+103% +$295K ﹤0.01% 913
2024
Q1 		$287K Buy
+39,283
New +$350K ﹤0.01% 847

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

Focus Partners Wealth's VLY Position: Q1 2026 in Review

Focus Partners Wealth increased its Valley National Bancorp (VLY) stake by 76% in Q1 2026, buying an estimated $582K and bringing the position to 107,936 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Focus Partners Wealth first reported a position in VLY in Q1 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Focus Partners Wealth held 107,936 shares of Valley National Bancorp worth $1.33M as of Q1 2026.
  • Focus Partners Wealth bought 46,730 Valley National Bancorp shares in Q1 2026, an estimated $582K.
  • Valley National Bancorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1487 holding.
  • Focus Partners Wealth first reported a position in Valley National Bancorp in Q1 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

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