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HFM Investment Advisors’s Valley National Bancorp VLY Stock Holding History

HFM Investment Advisors’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 		$1.25K Buy
85
+43
+102% +$584 ﹤0.01% 649
2026
Q1 		$516 Hold
42
– – ﹤0.01% 666
2025
Q4 		$491 Hold
42
– – ﹤0.01% 723
2025
Q3 		$445 Buy
42
+8
+24% +$80 ﹤0.01% 719
2025
Q2 		$304 Buy
34
+22
+183% +$191 ﹤0.01% 848
2025
Q1 		$107 Buy
+12
New +$113 ﹤0.01% 836

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 $3.38T AUM 44.17% 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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Azora Capital LP
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

HFM Investment Advisors's VLY Position: Q2 2026 in Review

HFM Investment Advisors increased its Valley National Bancorp (VLY) stake by 102% in Q2 2026, buying an estimated $584 and bringing the position to 85 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

HFM Investment Advisors first reported a position in VLY in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • HFM Investment Advisors held 85 shares of Valley National Bancorp worth $1.25K as of Q2 2026.
  • HFM Investment Advisors bought 43 Valley National Bancorp shares in Q2 2026, an estimated $584.
  • Valley National Bancorp made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #649 holding.
  • HFM Investment Advisors first reported a position in Valley National Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.