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Global Retirement Partners’s Valley National Bancorp VLY Stock Holding History

Global Retirement 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
2025
Q4 		$434K Buy
37,184
+31,137
+515% +$345K 0.01% 1027
2025
Q3 		$64.1K Sell
6,047
-121
-2% -$1.21K ﹤0.01% 1762
2025
Q2 		$55.1K Buy
+6,168
New +$53.6K ﹤0.01% 1720
2024
Q4 		$55.8K Sell
6,163
-463
-7% -$4.49K ﹤0.01% 1572
2024
Q3 		$60K Buy
6,626
+2,213
+50% +$18K ﹤0.01% 1481
2024
Q2 		$30.8K Buy
4,413
+1,386
+46% +$10.1K ﹤0.01% 1779
2024
Q1 		$24.1K Buy
3,027
+102
+3% +$909 ﹤0.01% 1731
2023
Q4 		$29.4K Buy
2,925
+279
+11% +$2.5K ﹤0.01% 1569
2023
Q3 		$20.8K Buy
2,646
+2,610
+7,250% +$23.7K ﹤0.01% 1634
2023
Q2 		$279 Hold
36
– – ﹤0.01% 3063
2023
Q1 		$264 Buy
+36
New +$398 ﹤0.01% 3054
2021
Q1 		– Sell
-3,400
Closed -$33K – 1910
2020
Q4 		$33K Hold
3,400
– – ﹤0.01% 869
2020
Q3 		$23K Hold
3,400
– – ﹤0.01% 883
2020
Q2 		$27K Buy
+3,400
New +$26.1K ﹤0.01% 811
2018
Q4 		– Sell
-134
Closed -$2K – 1570
2018
Q3 		$2K Hold
134
– – ﹤0.01% 1424
2018
Q2 		$2K Sell
134
-830
-86% -$10.5K ﹤0.01% 1412
2018
Q1 		$12K Hold
964
– – ﹤0.01% 920
2017
Q4 		$11K Hold
964
– – ﹤0.01% 884
2017
Q3 		$12K Buy
964
+134
+16% +$1.54K 0.01% 780
2017
Q2 		$10K Hold
830
– – ﹤0.01% 798
2017
Q1 		$10K Buy
+830
New +$9.96K 0.01% 757

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's VLY Position: Q4 2025 in Review

Global Retirement Partners increased its Valley National Bancorp (VLY) stake by 515% in Q4 2025, buying an estimated $345K and bringing the position to 37,184 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #1027.

Global Retirement Partners first reported a position in VLY in Q1 2017 and has held it in 21 quarters since. 454 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Global Retirement Partners held 37,184 shares of Valley National Bancorp worth $434K as of Q4 2025.
  • Global Retirement Partners bought 31,137 Valley National Bancorp shares in Q4 2025, an estimated $345K.
  • Valley National Bancorp made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1027 holding.
  • Global Retirement Partners first reported a position in Valley National Bancorp in Q1 2017 and has held it in 21 quarters since.
  • 454 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.