Forum Financial Management’s Valley National Bancorp VLY Stock Holding History

Forum Financial Management’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	–	Sell	-21,698	Closed	-$253K	–	971
2025 Q4	$253K	Hold	21,698	–	–	﹤0.01%	838
2025 Q3	$230K	Buy	21,698 +33	+0.2%	+$330	﹤0.01%	886
2025 Q2	$193K	Buy	21,665 +2,523	+13%	+$21.9K	﹤0.01%	913
2025 Q1	$170K	Buy	19,142 +1,381	+8%	+$13.1K	﹤0.01%	833
2024 Q4	$161K	Buy	17,761 +558	+3%	+$5.41K	﹤0.01%	861
2024 Q3	$156K	Buy	17,203 +4	+0%	+$32	﹤0.01%	737
2024 Q2	$120K	Buy	17,199 +26	+0.2%	+$190	﹤0.01%	692
2024 Q1	$137K	Hold	17,173	–	–	﹤0.01%	725
2023 Q4	$186K	Buy	17,173 +4,941	+40%	+$44.3K	﹤0.01%	655
2023 Q3	$105K	Hold	12,232	–	–	﹤0.01%	619
2023 Q2	$94.8K	Hold	12,232	–	–	﹤0.01%	643
2023 Q1	$113K	Hold	12,232	–	–	﹤0.01%	597
2022 Q4	$138K	Hold	12,232	–	–	﹤0.01%	561
2022 Q3	$132K	Hold	12,232	–	–	0.01%	511
2022 Q2	$127K	Hold	12,232	–	–	0.01%	545
2022 Q1	$159K	Hold	12,232	–	–	0.01%	581
2021 Q4	$168K	Buy	+12,232	New	+$170K	0.01%	628

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 $3.37T AUM 44.26% 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

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

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Forum Financial Management's VLY Position: Q1 2026 in Review

Forum Financial Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 21,698 shares — an estimated $253K sold.

Forum Financial Management first reported a position in VLY in Q4 2021 and held it in 17 quarters. The position peaked at $253K in Q4 2025. 467 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Forum Financial Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 21,698 Valley National Bancorp shares in Q1 2026, an estimated $253K.
Forum Financial Management first reported a position in Valley National Bancorp in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Valley National Bancorp position peaked at $253K in Q4 2025.
467 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.