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Hollow Brook Wealth Management’s Valley National Bancorp VLY Stock Holding History

Hollow Brook 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
Q1 		– Sell
-13,539
Closed -$158K – 81
2025
Q4 		$158K Buy
+13,539
New +$150K 0.04% 79

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Hollow Brook Wealth Management's VLY Position: Q1 2026 in Review

Hollow Brook Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 13,539 shares — an estimated $158K sold.

Hollow Brook Wealth Management first reported a position in VLY in Q4 2025 and held it in 1 quarter. The position peaked at $158K in Q4 2025. 468 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Hollow Brook Wealth Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 13,539 Valley National Bancorp shares in Q1 2026, an estimated $158K.
  • Hollow Brook Wealth Management first reported a position in Valley National Bancorp in Q4 2025 and held it in 1 quarter.
  • Hollow Brook Wealth Management's Valley National Bancorp position peaked at $158K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.