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Hennion & Walsh Asset Management’s Valley National Bancorp VLY Stock Holding History

Hennion & Walsh Asset 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
2025
Q4 		– Sell
-33,309
Closed -$353K – 1000
2025
Q3 		$353K Sell
33,309
-555
-2% -$5.54K 0.01% 795
2025
Q2 		$302K Sell
33,864
-1,441
-4% -$12.5K 0.01% 810
2025
Q1 		$314K Sell
35,305
-295
-0.8% -$2.79K 0.01% 755
2024
Q4 		$323K Buy
35,600
+5,181
+17% +$50.3K 0.01% 739
2024
Q3 		$276K Buy
30,419
+2,154
+8% +$17.5K 0.01% 759
2024
Q2 		$197K Buy
28,265
+15,004
+113% +$110K 0.01% 809
2024
Q1 		$106K Sell
13,261
-12,749
-49% -$114K 0.01% 830
2023
Q4 		$282K Sell
26,010
-15,913
-38% -$143K 0.02% 698
2023
Q3 		$359K Sell
41,923
-2,398
-5% -$21.8K 0.02% 612
2023
Q2 		$343K Sell
44,321
-782
-2% -$6.22K 0.02% 613
2023
Q1 		$417K Sell
45,103
-869
-2% -$9.61K 0.03% 550
2022
Q4 		$520K Sell
45,972
-732
-2% -$8.62K 0.03% 493
2022
Q3 		$504K Sell
46,704
-107
-0.2% -$1.23K 0.03% 479
2022
Q2 		$487K Buy
46,811
+12,668
+37% +$150K 0.03% 486
2022
Q1 		$445K Buy
+34,143
New +$476K 0.02% 538
2021
Q4 		– Sell
-35,567
Closed -$473K – 789
2021
Q3 		$473K Sell
35,567
-12,373
-26% -$160K 0.02% 523
2021
Q2 		$644K Sell
47,940
-1,946
-4% -$27.2K 0.03% 468
2021
Q1 		$685K Buy
+49,886
New +$601K 0.04% 437

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hennion & Walsh Asset Management's VLY Position: Q4 2025 in Review

Hennion & Walsh Asset Management sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 33,309 shares — an estimated $353K sold.

Hennion & Walsh Asset Management first reported a position in VLY in Q1 2021 and held it in 18 quarters. The position peaked at $685K in Q1 2021. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Hennion & Walsh Asset Management reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 33,309 Valley National Bancorp shares in Q4 2025, an estimated $353K.
  • Hennion & Walsh Asset Management first reported a position in Valley National Bancorp in Q1 2021 and held it in 18 quarters.
  • Hennion & Walsh Asset Management's Valley National Bancorp position peaked at $685K in Q1 2021.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.