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Freestone Grove Partners’s Valley National Bancorp VLY Stock Holding History

Freestone Grove Partners’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 		$88.9M Buy
6,066,353
+617,544
+11% +$8.39M 0.57% 36
2026
Q1 		$66.9M Buy
5,448,809
+4,798,011
+737% +$59.7M 0.47% 50
2025
Q4 		$7.6M Sell
650,798
-1,953,593
-75% -$21.7M 0.06% 316
2025
Q3 		$27.6M Buy
+2,604,391
New +$26M 0.21% 166
2025
Q2 		– Sell
-3,998,897
Closed -$35.6M – 867
2025
Q1 		$35.6M Buy
+3,998,897
New +$37.8M 0.37% 92

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 $3.37T AUM 44.26% 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

Freestone Grove Partners's VLY Position: Q2 2026 in Review

Freestone Grove Partners increased its Valley National Bancorp (VLY) stake by 11% in Q2 2026, buying an estimated $8.39M and bringing the position to 6,066,353 shares worth $88.9M. The position accounts for 0.57% of the portfolio, ranked #36.

Freestone Grove Partners first reported a position in VLY in Q1 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Freestone Grove Partners held 6,066,353 shares of Valley National Bancorp worth $88.9M as of Q2 2026.
  • Freestone Grove Partners bought 617,544 Valley National Bancorp shares in Q2 2026, an estimated $8.39M.
  • Valley National Bancorp made up 0.57% of Freestone Grove Partners's portfolio in Q2 2026, its #36 holding.
  • Freestone Grove Partners first reported a position in Valley National Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.