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
Q2 		$1.18M Sell
80,675
-27,261
-25% -$370K ﹤0.01% 1583
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's VLY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Valley National Bancorp (VLY) stake by 25% in Q2 2026, selling an estimated $370K and leaving 80,675 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Focus Partners Wealth first reported a position in VLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2026. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Focus Partners Wealth held 80,675 shares of Valley National Bancorp worth $1.18M as of Q2 2026.
  • Focus Partners Wealth sold 27,261 Valley National Bancorp shares in Q2 2026, an estimated $370K.
  • Valley National Bancorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1583 holding.
  • Focus Partners Wealth first reported a position in Valley National Bancorp in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Valley National Bancorp position peaked at $1.33M in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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