HWM
VLY icon

HB Wealth Management’s Valley National Bancorp VLY Stock Holding History

HB Wealth 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
Q2 		$472K Buy
32,237
+10,170
+46% +$138K ﹤0.01% 1133
2026
Q1 		$271K Buy
22,067
+10,007
+83% +$125K ﹤0.01% 1287
2025
Q4 		$141K Buy
+12,060
New +$134K ﹤0.01% 1356

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

HB Wealth Management's VLY Position: Q2 2026 in Review

HB Wealth Management increased its Valley National Bancorp (VLY) stake by 46% in Q2 2026, buying an estimated $138K and bringing the position to 32,237 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

HB Wealth Management first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • HB Wealth Management held 32,237 shares of Valley National Bancorp worth $472K as of Q2 2026.
  • HB Wealth Management bought 10,170 Valley National Bancorp shares in Q2 2026, an estimated $138K.
  • Valley National Bancorp made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1133 holding.
  • HB Wealth Management first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.